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Financial Planning / Tax Strategies


Subject:  Dividend Taxes Date:  3/3/2013  5:08 PM
Author:  JLC Number:  117952 of 127617

DW and I were doing some what if retirement planning. Like what if she quit her job at the end of the year and retires. And I soon follow suit. Both retire early at 50.

Our our taxable brokerage accounts would generate about $100k in dividends. We wouldn't have any other income. My head is spinning about qualified dividends, as I understand it, its similar to long term capital gains, long held stock dividend taxed at lower rate? If all was qualified dividends and we had no ordinary income, could our tax rate really be zero?

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