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Does anyone know of a website that tracks the percentage of qualified Vs. non qualified dividends that are paid out for OEFs or ETFs? I noticed that it's not exactly easy to find. As someone who invests for income as a major part of my objective, the difference between taxes on qualified dividends vs. non qualified can make a big difference over several years.
No, Ted, but the tax rate does differ enough in my opinion to warrant going after qualified dividends in some instances. I'll take the 15% over 25-28 or higher any day.
Comments
Regards,
Ted
Fidelity:
https://www.fidelity.com/mutual-funds/information/year-end
How ETF's Are Taxed:
http://www.investopedia.com/articles/investing/061615/how-etf-dividends-are-taxed.asp
ETF.Com:
http://www.etf.com/sections/white-papers/21207-definitive-guide-to-2014-etf-taxation.html
Qualified Dividends:
https://www.bogleheads.org/wiki/Qualified_dividend
Regards,
Ted
http://www.mutualfundobserver.com/discuss/profile/1467/TSP_Transfer