Скачать или смотреть The Best Dividend ETF for Passive Income? (SCHD vs. JEPQ vs. SPYI After Tax)

Ever wondered how much you need to invest to live off dividends? In this video, we explore the financial landscape of qualified, non-qualified dividends, and an often-overlooked category: return of capital. Discover the investment amounts required to achieve $60,000 in annual after-tax income, and find out how tax rates affect your returns. We’ll illustrate our findings using popular ETFs like SCHD and JEPQ while discussing the significant differences in investment needs based on tax implications and income sources. Stay tuned for a deeper dive into return of capital in our next video!

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OUTLINE:

00:00:00 Introduction to Dividend Investing
00:00:21 Video Overview
00:00:50 Key Parameters and Tax Rates
00:01:05 Qualified vs. Non-Qualified Dividends
00:01:55 Yields and Income-Enhancing Strategies
00:02:16 High-Yield ETFs and Video Structure
00:02:54 Video Structure and Assumptions
00:03:37 Analyzing SCHD - Schwab U.S. Dividend Equity ETF
00:03:52 Investment Needed for $60,000 Income (SCHD)
00:04:37 Adjusting for Taxes to Reach $60,000 After-Tax (SCHD)
00:05:40 Impact of Additional Income on SCHD
00:05:55 SCHD with Additional Income and Misunderstandings
00:06:29 Tax Implications with Additional Income (SCHD)
00:07:02 Investment Needed to Maintain $60,000 After-Tax (SCHD)
00:07:31 Common Misconceptions and Introduction to JEPQ
00:07:47 Introduction to JEPQ
00:08:10 Advantages and Tax Implications of JEPQ
00:08:35 Tax Treatment of JEPQ Dividends
00:08:41 JEPQ Tax Scenarios and Investment Adjustments
00:09:22 JEPQ as Sole Income Source
00:10:03 JEPQ with Additional Income
00:10:46 Investment Adjustments and Introduction to Return of Capital
00:11:13 Introduction to Return of Capital (ROC)
00:11:26 Return of Capital (ROC) Explained
00:12:11 Tax Advantages and Teaser for Next Video
00:12:22 Teaser and Outro