Dividends & Taxes: the Good, the Bad and the Ugly

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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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

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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.

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