#dividends

International stocks and qualified dividends

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International stocks and qualified dividends My tax sheltered accounts are 80% VT and 20% AVUV/AVDV (60/40) and my brokerage account it 80% VTI/VXUS (60/40) and 20% AVUV/AVDV (60/40). They are slightly different so I get the foreign tax credit in my brokerage from VXUS. I was thinking about how qualified dividends are so much better tax wise than unqualified dividends. 15-20% federal tax v…

Reddit Personal Finance 586 2025-02-07

Dividends from Money Market Funds in Tax-Advantaged Accounts

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Dividends from Money Market Funds in Tax-Advantaged Accounts I know they are taxed as regular income (federal and state, if applicable) in a taxable account, but I’ve been wondering how they are treated in a 401k that has a mix of pre-tax and Roth contributions, a Roth IRA, and an HSA which may or may not be used for medical expenses. I realized when filing my 2023 taxes in CT I could have claimed some ex…

Reddit Personal Finance 1.1k 2024-06-19

How much to set aside for taxes from dividends?

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How much to set aside for taxes from dividends? Received large windfall. Putting a third into 10 yr Treasury note and live off the interests to replace my modest day job. Remaining 2/3 will be dumped into some sort of s&p 500 index. I’d like the dividends to reinvest, but unsure how to keep enough cash to pay for taxes when that time of year comes around. My taxes previously have always been…

Reddit Personal Finance 166 2023-08-29

Question about stocks without dividends

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Question about stocks without dividends From what I understand, if a company pays out dividends to its shareholders, then if the company is performing well, clearly people would want to purchase stock in the company, thus raising the price of its stock. Conversely, if it is not doing well, people would want to sell off their stock/not buy it in the first place, thus causing the price …

Reddit Personal Finance 183 2023-07-31