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  • My Utility Fund Vs. Reaves Utility Income Fund: Which Offered The Better Return Last Year? [View article]
    If the focus is on tax advantage income, why do they say ord income? Some BS of many such funds.

    http://bit.ly/Pg7kWz

    This says ORDINARY INCOME! Agrees w/ my Schwab statement!
    Apr 19, 2014. 11:47 AM | Likes Like |Link to Comment
  • My Utility Fund Vs. Reaves Utility Income Fund: Which Offered The Better Return Last Year? [View article]
    "and the distribution listed is what I have received, thus "after expenses"
    Ok, then, who/how pays the expenses? How does UTG get paid?
    Answer: we pay, because the asset value of the holding is decreased to pay expenses---no surprise!
    Also, My Schwab acct states "cash div"[ord income"], vs "qualified div".
    Anyway, best of luck to you.
    Apr 18, 2014. 07:53 PM | Likes Like |Link to Comment
  • My Utility Fund Vs. Reaves Utility Income Fund: Which Offered The Better Return Last Year? [View article]
    This link not available! Can you show me where?
    Apr 18, 2014. 04:27 PM | Likes Like |Link to Comment
  • My Utility Fund Vs. Reaves Utility Income Fund: Which Offered The Better Return Last Year? [View article]
    I would like to see where it says that! "AFTER expenses"
    Thanks.
    Apr 18, 2014. 04:26 PM | Likes Like |Link to Comment
  • My Utility Fund Vs. Reaves Utility Income Fund: Which Offered The Better Return Last Year? [View article]
    Steven,
    "One other point, UTG is able to make a higher return and pay higher dividends than a straight-forward portfolio of similar stocks because it is leveraged. This is a tremendous advantage of closed end funds, since they can borrow at an institutional rate (1-2%) and re-invest in stocks that pay dividends of 5-6% or more-----"
    I don't count the same as you!!
    Tell me, how do expenses get paid, and who pays them, and how does that affect total return?, the divs are not Qualified--You pay ordinary income tax rate.
    Compare against Total return with, T, VZ CNSL, and many more!
    Apr 17, 2014. 05:53 PM | Likes Like |Link to Comment
  • 3 High Yield Alternative Income ETFs [View article]
    It always amazes me that recommendations such as these avoid the reality of minimizing returns by heavy management fees.
    Wouldn't be better is the Author did a little more DD, and made some suggestions of solid equities that offer greater total returns. Many pfds, mlps, reits provide better growth/returns.
    Apr 16, 2014. 08:12 PM | 1 Like Like |Link to Comment
  • Use Ensco To Build Dividend Income [View article]
    that's all for me w/ this wonderful comment--bye
    Apr 10, 2014. 08:41 PM | Likes Like |Link to Comment
  • My Dividend Portfolio: Q1 2014 [View article]
    I think you should re-evaluate. I spend about 5%/yr, and then, at 79, my RMD is another 5%+ and the margin tax of 32% rate.
    Apr 8, 2014. 09:53 PM | Likes Like |Link to Comment
  • My Dividend Portfolio: Q1 2014 [View article]
    When you get to 70.5 yrs, your RMD will raise your rate--it happens quick!
    Apr 8, 2014. 11:39 AM | Likes Like |Link to Comment
  • My Dividend Portfolio: Q1 2014 [View article]
    Now Larry Kudlow got cremated by CNBC!
    Apr 8, 2014. 11:37 AM | Likes Like |Link to Comment
  • Look To Eaton Vance CEFs For Tax-Advantaged High Yield [View article]
    Left,
    Nice divs in ETG,ETO! However, real world, total return[divs] diminished by costs of aprox 1.5%/yr for each!
    It seems the funds reduce asset value to get paid! Then ROC reduces basis--then recapture at sale in taxable acct. Further! Cash divs at ordinary income marginal tax basis.
    If in IRA--then ultimately pay marginal tax rate.
    Let's get the whole story out?
    Apr 6, 2014. 06:20 PM | 1 Like Like |Link to Comment
  • General Partners Offer Leveraged Exposure To MLP Distribution Growth [View article]
    V--man,
    Haven't thought of this issue for a while. I do remember "Reel Ken's" Post saying that, those distribution's paid below zero basis, while taxed at LTCG rate on a yearly basis, are recaptured on sale, and taxed at ordinary income rates. Does that fit w/ your thinking?
    Apr 5, 2014. 09:36 AM | Likes Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Versus The Stock Only Portfolio; Our First Update [View article]
    I suspect the real AFTER TAX total return on ETFS will be lower than a portfolio of good stocks. Consider: MGT fees, cash returns[VYM], vs Qualified Divs {GE, T, etc]. Too much talk about gross returns, vs post tax returns are confusing results.
    Apr 2, 2014. 08:15 AM | Likes Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Versus The Stock Only Portfolio; Our First Update [View article]
    I agree with Div Nut. One rose , does not a garden make!
    Reaching outside of ETF stock holdings, one can find greater total returns.
    However, putting on cruise control w/ ETFS has it's benefits for old people like me!
    Apr 1, 2014. 08:49 PM | 1 Like Like |Link to Comment
  • How To Get $10,000 Each Year From A $250,000 Nest Egg [View article]
    The much discussed generality of 4% withdrawal rate is some what illusory, as post tax income can vary widely depending on the type of holding. ie a muni fund at 4% gives 4%, while a CEF at 4% can give anywhere from 3% to 2.4% depending on tax bracket. I evaluate my div income on a post tax basis, and I know where I am!
    Mar 31, 2014. 10:16 AM | Likes Like |Link to Comment
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