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IZZKUBE2.5

IZZKUBE2.5
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  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @kolpin,
    Yes, you would elect to have Federal Taxes with-held if you are subject to paying estimated taxes or other required reasons. We are all required to pay our taxes, timely as income is earned...or as 'unearned' income comes in. Failure to pay taxes, both Federal and State income taxes, timely can result in under-payment penalties plus interest when you file your annual tax returns.
    Dec 19, 2014. 03:00 PM | Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @jmpd2013,
    It would be BEST for you to talk directly to Fidelity(and/or your alternative plan trustee) about this as there are severe tax penalties for moving an IRA, incorrectly or non-timely, prior to age 59.5yrs.

    However, it sounds like you are asking about this:

    "Trustee-to-Trustee Transfer — In many cases, you can transfer IRA assets directly into your new account. ◦Moving assets from one financial institution to another without liquidating (selling) the assets is called a "transfer-in-kind." In most cases, your existing investments (for example, stocks, mutual funds, and Exchange-Traded Funds (ETFs)) can be transferred-in-kind to your new account.
    ◦In some instances, your assets may need to be liquidated before they can be transferred.
    Good luck.
    Dec 19, 2014. 02:40 PM | Likes Like |Link to Comment
  • Dividend Growth Investing FAQ [View article]
    @djsulli,
    I use thus sign to mean...AT...djsulli. Just to make sure you know that I'm commenting to YOU!
    Dec 19, 2014. 01:11 PM | 1 Like Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @Owner,
    We're with you on this one. We have 25 of the DG50 positions and that's just fine. The other 25 companies we own...are good DG companies as well and simply indicates to us, that we all can 'get there' with any number of successful DG companies. Frankly, I'd be a little nervous if 'all' of us owned only these 50! We do not own the 4 you mentioned, but they are all great DG companies, at the right entry price.
    Dec 19, 2014. 01:07 PM | Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @U.P.
    Thanks for the link...it's clear now what you were talking about.
    Dec 19, 2014. 11:16 AM | Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @U.P.
    You said, "maximum liability protection limit of $1M in IRA assets."
    Can you better explain what this is or what that means? What liability for assets over $1M? Thanks.
    Dec 19, 2014. 10:45 AM | Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @MM,

    Thanks for your comment on 're-balancing'. We haven't considered this for our DGP to date, but we will investigate a bit further. It does matter if your portfolio is in a taxable vs. non-taxable account as it is 'inherently' easier(and less costly) to re-balance 4-5 index funds vs. a DGP of 25-50 individual stocks. So, how to re-balance a DGP...we begun a review by reading this article...

    by Preet Banerjee
    June 19th, 2014
    http://bit.ly/16yTPdR

    and by visiting this site...

    http://bit.ly/16yTPdT

    Do you have any other reference sites?
    Dec 19, 2014. 08:02 AM | Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @DFish,
    It will be inevitable that certain changes will need to be made based on your good example and other's...so MN will have to do a 'minor' amount of management, but certainly not the handling that his control group will go thru...buys, sells, re-balancing and so on...each and every quarter...so to speak. So, the key will be 'minor' management and I would guess that MN will seek some advice on how to handle such things. But, for anyone to assume here...zero management...would be a impossible forward task.
    Dec 18, 2014. 04:54 PM | Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @pls,
    Agree, VIG indeed has fee's, regular and consistent. But, if you read the complete series of articles, Mike was able to purchase all 50 stocks, etc without (buy)commission fee's. Also, dividends will be 'reinvested' without any fee. So, the only potential fee's ahead might be (sale) commission fee's but Mike also said that he plans no sales, potentially, until RMD's are req'd at 70.5 yrs...about 17 yrs henceforth. So which 'pesky' brokerage fees do you mean?
    Dec 18, 2014. 02:07 PM | 1 Like Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @Al,
    Actually no plans to write any article at this time. Our's is not a 'static' as MN has initiated, but a 'managed' portfolio with some positions as single purchase and others with multiple purchases, with some positions initiated as long ago as 1995 and are not equal weighted. Our plan, briefly, was to build a DGP ready to provide a reliable and growing income stream and total return, secondly into retirement. We're just about there with a 2015 target date. 2014 ytd, a total 61 companies we own, 59 have increased their dividend's with two freezes and zero cuts. It has been an 'exceptional' year for dividend growth. The current 'weak' sector, energy, comprises about 16% of our DGP...so any forward dividend action here we will be watching closely but are confident long term on this sector.
    Dec 18, 2014. 10:15 AM | 2 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @DBon,
    We also took a closer look at AMGN based on past comments from both RJoy and Dividend Growth Investor. So, we dropped our 'minimum' 5 yr DGR req't to open some add'al invest-able DG opportunities. AMGN's DGR is remarkable over the past 5 yrs, as is the share price growth! Many great ideas for further work are contained in these comment streams as I'm sure you agree.
    Dec 18, 2014. 09:29 AM | 1 Like Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @MN,
    We commend you for placing real money on your long term project with clearly defined guideposts. Your series has been a great read. We too, have a real money 50 position DGP and currently own 25 of your DG50 positions which supports your earlier comments that everyone performs DGI a little differently even with different companies. Having recently completed a closer look at total return vs. SPY vs. VDIGX of our own portfolio, one key observation. That was, we let our 'winners' run and not surprisingly those winners far, far outperform the 'laggards'. Thanks for all of your work and Best Wishes for the Holiday's.
    Dec 18, 2014. 07:16 AM | 4 Likes Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    @TAS,
    Did we miss YOUR forward 'portfolio'and ideas? I didn't see it in your comment? Maybe a contribution, rather than a worthless comment at this point might be in order? Probably not, huh.
    Dec 18, 2014. 06:50 AM | 32 Likes Like |Link to Comment
  • Dividend Challengers: 24 Increases Expected By February 28 [View article]
    @D Fish,
    Here's Amgen's formal announcement....a remarkable 5 yr DGR continues today...
    "THOUSAND OAKS, Calif. , Dec. 17, 2014 /PRNewswire/ -- Amgen (NASDAQ: AMGN) today announced that its Board of Directors declared a $0.79 per share dividend for the first quarter of 2015. The dividend will be paid on March 6, 2015 , to all stockholders of record as of the close of business on Feb. 12, 2015 . This represents a 30 percent increase from that paid in each of the previous four quarters.
    Dec 17, 2014. 07:35 PM | 1 Like Like |Link to Comment
  • Dividend Challengers: 24 Increases Expected By February 28 [View article]
    @DFish,
    Yes, I agree and think we'll see an announcement this week. Fyi, of 61 dividend actions in 2014, 59 companies we own increased their dividends and two companies 'froze' theirs. 2014 has been a TRULY exceptional year for dividend growth, in spite of the last few days. In addition, 12 companies have already increased for 2015, a great early start. Enjoy the Holiday's! Thanks for all of your work.
    Dec 16, 2014. 06:30 PM | 1 Like Like |Link to Comment
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