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Dividends Or Bust
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Leveraging Covered Call Funds: A Simple Guide to Return of Capital Strategies Using MSTY
Leveraged covered call funds can provide a tax efficient income, if properly planned for.
3 min read
Understanding Return of Capital: What It Is and Why It Matters
Learn what Return of Capital means, how it impacts dividends and taxes, and when it can be a red flag for income investors.
3 min read
SCHD Versus SCHG - A Simple Summary of Dividends Versus Growth for Early Retirement
The age old question - SCHD versus the world: who wins?
2 min read
529 Plans: Pros, Cons, Taxation, and What To Do if You Have Leftover Funds
Learn how 529 plans offer tax-free growth and withdrawals for education, explore penalty-waiver exceptions, and discover strategies for unused balances—including the new SECURE Act 2.0 Roth IRA rollover option.
3 min read
Understanding Dividend Taxation Across Account Types
Explore how dividends are taxed in Traditional IRAs, Roth IRAs, and taxable brokerage accounts to optimize your investment strategy.
3 min read
Part 2: Detailed Analysis of Dividends Versus Growth in Relation to Taxation and Early Retirement
This is a continuation of my previous post, found here . A couple of problems Now we're getting into the real nitty gritty...
3 min read
The Rise of Covered Call ETFs: Pros, Cons, Taxation, and the “Yield Trap”
Covered call exchange-traded funds (ETFs) have surged in popularity over the past decade, promising enhanced income by overlaying option...
3 min read
Understanding Dividend Taxes: Qualified vs. Ordinary, and What Investors Need to Know
Dividends are a great way to generate income and grow your investment portfolio—but like most things in investing, taxes play a key role....
3 min read
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