— -- Q: Why are some of the dividends paid by my ETFs "qualified," while others are not? A: Knowing the difference between qualified and unqualified dividends is a big deal for investors at tax ...
At some point in nearly every investor's life, they will be alerted to the fact that they're collecting "qualified dividends." That inevitably prompts the natural question: What are qualified ...
Both the NEOS Nasdaq-100 High Income ETF (QQQI) and the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) provide exposure to high-quality dividend-paying companies. However, only one of these two ...
That tax edge makes preferred stocks more enticing, especially those offered by companies in the energy, utilities and banking sectors. As income products post stronger returns than in past years, the ...
LNC-D pays a 9.00% fixed-rate annual non-cumulative dividend, eligible for the preferential income tax rate, in the form of $0.5625 quarterly distributions. The preferred has a credit rating of 'BBB-' ...
Warning! Here comes one of Kelly’s rants. Read at your own risk. One of my pet peeves is when preparing folks’ tax returns, I see all too often a large percentage of folks owning some or a lot of ...