No. of Recommendations: 0
Rayvt writes,

The Federal Gov't taxes the dividends on an S&P500 index fund at a fairly low rate (i.e., 10% for couples ...

Not me! Not me! Not me! Our dividends get taxed a 0%. Zero.

It's almost a game lots of people play -- more so for folks on Early Retirement & Financial Independence that here at TMF I think --
see how close you can get your taxable income to the top of the 15% bracket without going over.


Aren't you talking about capital gains? Dividends in the 15% bracket are taxed at 10%, capital gains, 0%.

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.