GenExDividendInvestor | Dividends & Taxes: the Good, the Bad and the Ugly @GenExDividendInvestor | Uploaded 3 weeks ago | Updated 22 hours ago
In this video I share lots of valuable information about dividends and taxes, as that’s a topic many people have asked me to cover.
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➡️ DIVIDEND DISCORD: discord.gg/kkSr5FY
➡️ TWITTER/X: twitter.com/GenExDividend
➡️ INSTAGRAM: instagram.com/genexdividendinvestor
➡️ PATREON: patreon.com/join/genexdividendinvestor
➡️ SOUNDCLOUD PODCAST: soundcloud.com/genexdividendinvestor
➡️ ITUNES PODCAST: podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
➡️ DIVIDEND MERCH (10% donated to St Jude): teespring.com/stores/genexdividendinvestor
➡️ REDDIT: reddit.com/user/GenXDividendInvestor
Spreadsheet API data provided by Financial Modeling Prep (FMP). Use that affiliate link for up to a 25% discount (message me if you want to use FMP commercially).
Timestamps:
0:00 Intro
1:38 Example taxes of someone with a job
3:34 Moneychimp tax calculator (for dividends + more)
4:02 Capital gains info
5:41 Qualified dividends
6:00 REITs, MLPs
6:27 Other qualified requirements (& long term cap gains)
8:09 1099-Div tax form
8:48 Reits & taxes (highlighting Realty Income O)
10:25 Tax penalty for early withdrawals from retirement accounts
11:29 RMDs
11:35 72t (SEPP)
12:15 Return of Capital/Master Limited Partnrerships
12:23 Enterprise Products Partners EPD example
13:09 UBTI
13:19 K1 tax form
13:23 How much EPD pays me & its taxation
14:27 Example taxes of someone with only qualified dividend income
15:54 Example taxes of someone with good job income & lots of qualified dividend income (in a taxable account)
16:51 Example taxes of someone with lower job income & some qualified divvies
17:09 NIIT
17:22 Retirement accounts, DRIPs, taxes, and example of tax drag
18:30 My thoughts/suggestions
19:24 Dividend ETFs and taxes
21:36 Mutual Funds (vs ETFs)
22:25 Taxes on International divvies/stocks
23:14 The order I’d withdraw from my accounts in retirement
23:48 Roth conversions, etc.
24:11 Summary
24:56 pitches
25:18 Shoutout
25:23 FASTgraphs affiliate link & coupon code (in video description)
25:32 Seeking Alpha affiliate link/other pitches
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Please use my Amazon Affiliates Link before shopping on Amazon ➜ amzn.to/2YLxsiW (as an Amazon Associate I earn from qualifying purchases).
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Investing Books to read (Amazon affiliate links):
The Intelligent Investor ➜ amzn.to/2WPwgtj
One Up on Wall Street ➜ amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ amzn.to/2YUgjo4
The Bogleheads' Guide to Investing ➜ amzn.to/2STECPp
Attributions/SEO/Useful Links:
http://www.moneychimp.com/features/tax_calculator.htm
nerdwallet.com/article/taxes/federal-income-tax-brackets
smartasset.com/investing/short-term-capital-gains-tax
investor.gov/financial-tools-calculators/calculators/compound-interest-calculator
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2024 GenExDividendInvestor. All rights reserved.
#Dividends #Taxes #PortfolioTaxes
In this video I share lots of valuable information about dividends and taxes, as that’s a topic many people have asked me to cover.
JOIN my channel membership to access new perks ➡️ youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join
Use my FAST Graphs Link and coupon code AFFILIATE25 to get 25% off your 1st payment for new signups ➡️ fastgraphs.com/?ref=GenExDividendInvestor
My Seeking Alpha Affiliate Link (benefits change overtime) ➡️ sahg6dtr.com/2352ZCK/R74QP
Subscribe ➡️ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➡️ youtu.be/RLD4tdu4gMM
Watch this Video next ➡️ youtu.be/F-nKgqu9NV0
➡️ DIVIDEND DISCORD: discord.gg/kkSr5FY
➡️ TWITTER/X: twitter.com/GenExDividend
➡️ INSTAGRAM: instagram.com/genexdividendinvestor
➡️ PATREON: patreon.com/join/genexdividendinvestor
➡️ SOUNDCLOUD PODCAST: soundcloud.com/genexdividendinvestor
➡️ ITUNES PODCAST: podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
➡️ DIVIDEND MERCH (10% donated to St Jude): teespring.com/stores/genexdividendinvestor
➡️ REDDIT: reddit.com/user/GenXDividendInvestor
Spreadsheet API data provided by Financial Modeling Prep (FMP). Use that affiliate link for up to a 25% discount (message me if you want to use FMP commercially).
Timestamps:
0:00 Intro
1:38 Example taxes of someone with a job
3:34 Moneychimp tax calculator (for dividends + more)
4:02 Capital gains info
5:41 Qualified dividends
6:00 REITs, MLPs
6:27 Other qualified requirements (& long term cap gains)
8:09 1099-Div tax form
8:48 Reits & taxes (highlighting Realty Income O)
10:25 Tax penalty for early withdrawals from retirement accounts
11:29 RMDs
11:35 72t (SEPP)
12:15 Return of Capital/Master Limited Partnrerships
12:23 Enterprise Products Partners EPD example
13:09 UBTI
13:19 K1 tax form
13:23 How much EPD pays me & its taxation
14:27 Example taxes of someone with only qualified dividend income
15:54 Example taxes of someone with good job income & lots of qualified dividend income (in a taxable account)
16:51 Example taxes of someone with lower job income & some qualified divvies
17:09 NIIT
17:22 Retirement accounts, DRIPs, taxes, and example of tax drag
18:30 My thoughts/suggestions
19:24 Dividend ETFs and taxes
21:36 Mutual Funds (vs ETFs)
22:25 Taxes on International divvies/stocks
23:14 The order I’d withdraw from my accounts in retirement
23:48 Roth conversions, etc.
24:11 Summary
24:56 pitches
25:18 Shoutout
25:23 FASTgraphs affiliate link & coupon code (in video description)
25:32 Seeking Alpha affiliate link/other pitches
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
Please use my Amazon Affiliates Link before shopping on Amazon ➜ amzn.to/2YLxsiW (as an Amazon Associate I earn from qualifying purchases).
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Investing Books to read (Amazon affiliate links):
The Intelligent Investor ➜ amzn.to/2WPwgtj
One Up on Wall Street ➜ amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ amzn.to/2YUgjo4
The Bogleheads' Guide to Investing ➜ amzn.to/2STECPp
Attributions/SEO/Useful Links:
http://www.moneychimp.com/features/tax_calculator.htm
nerdwallet.com/article/taxes/federal-income-tax-brackets
smartasset.com/investing/short-term-capital-gains-tax
investor.gov/financial-tools-calculators/calculators/compound-interest-calculator
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2024 GenExDividendInvestor. All rights reserved.
#Dividends #Taxes #PortfolioTaxes
