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- W2267354503 abstract "With the advent of tax-favored treatment for qualified dividend income, investment and withdrawal strategies for retirees with both taxable accounts and IRAs have become more complex. This article discusses the reduced-rate structure that now applies to qualified dividend income, and provides several comprehensive examples illustrating how best to allocate dividend-yielding securities among taxable accounts, traditional IRAs, and Roth IRAs. For most retirees in most situations, the highest-yielding securities should be held in the most tax-efficient accounts and the lowest-yielding securities in the least tax-efficient vehicles. Tax-efficient withdrawal strategies turn, in part, on whether the retiree needs all or part of his or her dividend income to meet living expenses. While tax-efficient investment and withdrawal strategies remain important to the overall goal of after-tax wealth maximization, retirees should not sacrifice investment diversification for tax efficiency. Similarly, retirees should manage individual stocks in their retirement years only to the extent that they did so during the asset-accumulation phase of their lives. Otherwise, investing in low-cost, diversified mutual funds could prove more advantageous, overall. In the end, retirees should strive to maintain a well-managed, low-cost, diversified investment portfolio that is also tax-efficient." @default.
- W2267354503 created "2016-06-24" @default.
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- W2267354503 date "2005-07-13" @default.
- W2267354503 modified "2023-09-26" @default.
- W2267354503 title "Formulate a Tax-Efficient Dividend Strategy for Retirement" @default.
- W2267354503 hasPublicationYear "2005" @default.
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