Investing In Dividend Stocks: Why I Chose The Stocks In My Portfolio - Part 1 [View article]
YoC,
ARLP is an MLP and as such, you are not taxed on the dividend (distribution). However, you may be taxed on your share of the partnership. Around tax time, you will receive a K-1 from ARLP that shows your partnership proceeds and will determine if you owe any tax or not. As for TurboTax, supposedly TurboTax Premiere allows you to enter K-1's - I'll be using it for the first time this year as I get enough K-1's to be annoying now.
2 Problems With Colgate-Palmolive's Stock Buyback [View article]
That 21 P/E is trailing earnings, it's trading at 19.8 P/E forward earnings (with 3/4 of the forward earnings already in the bag). 19.8 happens to be CL's 5 and 10 year average P/E. CL is one of those companies that trades at a premium and does so very consistently.
Retired Investors - How Do You Manage Risk? [View article]
"You have one broker with 30 free trades. How does the broker make money?"
Merrill Edge is one of those 30 free trade brokers. To receive the 30 free trades, you have to keep a $25000 balance in a Bank of America deposit account.
Retired Investors - How Do You Manage Risk? [View article]
Bob,
Thanks for another great article.
"Second, I have elected to hold a minimum of 50 equal weighted positions to eliminate concern about loss of monthly income due to dividend cuts or elimination."
Are you equally weighted by value, cost or income? A dividend cut or elimination would have different effects on your income based on which metric you use for weighting.
Dividends Make Companies Worth Less, But Not Necessarily Their Investors [View article]
I think there is room for a stretch the field WR with potential off field issues as long as you don't waste your first round pick on him.
My rules follow Chowder's advice of a strong defense before signing prima donna wide out. I require at least 3 foundation stocks (KO, JNJ, CVX) and at least 2 income stocks (T, MO) before investing in that potential growth play. I stick to growth plays that pay a dividend, might as well get paid to wait.
My Retirement Income Quarterly Review - The Final Wrap Up [View article]
Bob,
Thanks for the update. If you plan to DRIP your EPD shares, don't forget to ask your broker to register your EPD shares with the company so you can get the 5% discount on reinvestment.
Death Of The Dividend Coming December 31? [View article]
"I'm not a tax expert but I read that dividend income currently taxed at 15% could go as high as 38.6%"
In that case, perhaps you shouldn't be writing articles that discuss taxes? Seems like more sensationalization to generate page views.
The dividend income tax would go to ordinary income rates. Less than 1% will pay the highest marginal rate. 95% of the population will be at a marginal rate of 28% and lower.
Sorry, Your Dividends Are Not Coming Home Any Time Soon [View article]
"Obama and Co. are looking to grab more cash from Corporate America Co. and the "rich" Americans, and he's looking to raise taxes. The problem is, obvious to many, but not to all, that raising taxes on corporations delivers "unintended consequences" the more they raise corporate taxes under the current corporate tax regime, the more corporations will slip out the side door with those profits."
Obama wants to cut the corporate rate, not raise it.
Here's the link to the 1040 instructions. http://1.usa.gov/10NomfJ Page 37 is the Qualified Dividends and Capital Gains Worksheet used to calculate your tax when you have dividends and/or capital gains. Line 8 is where the exclusions come in:
8. Enter: $34,500 if single or married filing separately, $69,000 if married filing jointly or qualifying widow(er), $46,250 if head of household.
Retired Investors - How Do You Manage Risk? [View article]
If you spend Christmas Eve perusing SA articles
Investing In Dividend Stocks: Why I Chose The Stocks In My Portfolio - Part 1 [View article]
ARLP is an MLP and as such, you are not taxed on the dividend (distribution). However, you may be taxed on your share of the partnership. Around tax time, you will receive a K-1 from ARLP that shows your partnership proceeds and will determine if you owe any tax or not. As for TurboTax, supposedly TurboTax Premiere allows you to enter K-1's - I'll be using it for the first time this year as I get enough K-1's to be annoying now.
Happy Holidays
The All-Weather Flexibility Of A Dividend Strategy [View article]
2 Problems With Colgate-Palmolive's Stock Buyback [View article]
Retired Investors - How Do You Manage Risk? [View article]
I also equally weight by cost. I keep looking at weighting by income, just haven't pulled the trigger - perhaps when I retire.
Happy Holidays
Retired Investors - How Do You Manage Risk? [View article]
Merrill Edge is one of those 30 free trade brokers. To receive the 30 free trades, you have to keep a $25000 balance in a Bank of America deposit account.
Retired Investors - How Do You Manage Risk? [View article]
Thanks for another great article.
"Second, I have elected to hold a minimum of 50 equal weighted positions to eliminate concern about loss of monthly income due to dividend cuts or elimination."
Are you equally weighted by value, cost or income? A dividend cut or elimination would have different effects on your income based on which metric you use for weighting.
The Billion-Dollar Pension Shortfall Of Colgate-Palmolive [View article]
Nice article. Could you please share where you found all the details about Colgate-Palmolive pension?
Thanks
Dividends Make Companies Worth Less, But Not Necessarily Their Investors [View article]
My rules follow Chowder's advice of a strong defense before signing prima donna wide out. I require at least 3 foundation stocks (KO, JNJ, CVX) and at least 2 income stocks (T, MO) before investing in that potential growth play. I stick to growth plays that pay a dividend, might as well get paid to wait.
My Retirement Income Quarterly Review - The Final Wrap Up [View article]
Thanks for the update. If you plan to DRIP your EPD shares, don't forget to ask your broker to register your EPD shares with the company so you can get the 5% discount on reinvestment.
Keep working your plan!
Death Of The Dividend Coming December 31? [View article]
In that case, perhaps you shouldn't be writing articles that discuss taxes? Seems like more sensationalization to generate page views.
The dividend income tax would go to ordinary income rates. Less than 1% will pay the highest marginal rate. 95% of the population will be at a marginal rate of 28% and lower.
Apple's Decline: Thanks, iPad Mini [View article]
Last 4 quarters:
Net Income EPS
Jan 2012 13,064 13.87
Apr 2012 11,622 12.30
Jul 2012 8,824 9.32
Oct 2012 8,223 8.67
That would actually be 3 quarters of declining earnings.
Aflac's Hidden Source Of Value [View article]
Long AFL
Sorry, Your Dividends Are Not Coming Home Any Time Soon [View article]
Obama wants to cut the corporate rate, not raise it.
Dividend History: The Scaredy Cat Vanguard Dividend Appreciation Portfolio [View article]
Here's the link to the 1040 instructions. http://1.usa.gov/10NomfJ Page 37 is the Qualified Dividends and Capital Gains Worksheet used to calculate your tax when you have dividends and/or capital gains. Line 8 is where the exclusions come in:
8. Enter:
$34,500 if single or married filing separately,
$69,000 if married filing jointly or qualifying widow(er),
$46,250 if head of household.