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jbzw

jbzw
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  • Why Isn't The United States Growing Faster? [View article]
    Highest corpoate tax rate in the civilized world, government protection of animals at the cost of jobs, failure to build the pipeline and allow energy expansion,war on coal, total disruption of the healthcare system rather than proving care only for those in need a la foodstamps, and destroying border protection which allows illegals to replace Americans provides a good place to look for the sad state of the economy. Add in billions of foreign aid to countries that want to destroy us and the constant attempts to create class warfare and disparage hard work.
    Jul 21 08:02 PM | 2 Likes Like |Link to Comment
  • This High Dividend Stock Yields 9%+, Has Big Dividend And EBITDA Growth Ahead; Goes Ex-Dividend Soon [View article]
    UBTI can apply in Roths as well as traditional IRAs. The trigger point is 1000 dollars of that type of income in an account. This is a tax mindfield and anyone entering it should get tax advice from a professional. If one can stay under the minimum trigger, some ownership can be rewarding. Caveat emptor!
    Jul 20 05:39 PM | 1 Like Like |Link to Comment
  • This High Dividend Stock Yields 9%+, Has Big Dividend And EBITDA Growth Ahead; Goes Ex-Dividend Soon [View article]
    I have done fairly well with this one this year and continue to hold it. However, I am somewhat concerned about a possible reduction in the distribution expected later this month. Please keep us advised. Thanks
    Jul 19 07:17 PM | 1 Like Like |Link to Comment
  • GreenHunter Resources Could Rise 150% [View article]
    KonaCap, good point. I am holding as well. Also, today I added some of the new FXENP, which pays quarterly at around 9.4%. Good luck.
    Jul 17 06:56 PM | Likes Like |Link to Comment
  • GreenHunter Resources Could Rise 150% [View article]
    I also own the preferred, but remember it is callable at 25 at the end of next June.
    Jul 15 10:28 AM | Likes Like |Link to Comment
  • 16 Good Reasons To Be Wary Of A Market Downturn [View article]
    With an election coming in November, I do not think anyone will rock the boat for awhile.
    Jul 12 08:43 PM | Likes Like |Link to Comment
  • Obamacare And Part Time Jobs Growth [View article]
    How about a follow up article- Obamacare and no job growth?
    Jul 12 08:40 PM | 3 Likes Like |Link to Comment
  • Forget About SWANs, Fish And Chowder: Chase Yield In Retirement [View article]
    DS, SA also publishes Rubicon Associates (Michael Terry) whose work is outstanding with fixed income.
    Jul 7 09:49 PM | Likes Like |Link to Comment
  • Should I Short These 3 REITs? [View article]
    Thanks for your article. Do you view any of these as takeover opportunuties?
    Jul 7 12:35 PM | Likes Like |Link to Comment
  • New Wheeler REIT Is In My Wheelhouse [View article]
    Thanks for your coverage. I am long its preferred - WHLRP- which currently yields almost 9%. Please keep your readers posted.
    Jul 3 10:01 PM | Likes Like |Link to Comment
  • The Best Long Opportunity For The Remaining Days Of 2012: Ocean Shore Holding [View article]
    Glad to see yesterday's SC 13G.
    Jul 2 09:51 AM | Likes Like |Link to Comment
  • The Federal Required Minimum Distribution Schedule As A Retirement Savings Withdrawal Strategy [View article]
    The rules regarding Iras,Roths, and their taxability are a minefield. I urge folks to not be penney wise and pound foolish. This is or will be your life after work, and you may not get a mulligan. Please spend some time and money to consult a CPA or tax attorney and get proper advice. (I am neither of these). You do not need to worry about spending the golden years fighting with the IRS and state taxing authorities. I love SA and appreciate all the helpful comments, but they do not substitute for concrete advice based on one's own specific situation.
    Jul 1 11:25 AM | 1 Like Like |Link to Comment
  • The Federal Required Minimum Distribution Schedule As A Retirement Savings Withdrawal Strategy [View article]
    If you hold any bonds in your IRA, you might consider transfering them in kind into your Roth. The value of the bond is taxable, but my understanding is that the carried interest is not. I transfer high yields into my Roth just before the interest is paid for the best result. Good luck to you!
    Jul 1 11:05 AM | Likes Like |Link to Comment
  • The Federal Required Minimum Distribution Schedule As A Retirement Savings Withdrawal Strategy [View article]
    Thanks for your interesting discussion using the MRD percentages. I cannot too strongly suggest that anyone approaching the MRD age should evaluate reducing or eliminating the MRD impacts. Those annual mandatory taxable amounts when combined with other pensions,or sources of income can trigger the taxability of some or all of SS benefirs, as well as implicating the means testing formula for medicare benefits. For some folks, a Roth conversion or other plan of withdrawal may make much better success. Ignorance is not bliss when it comes to paying more taxes that are required. It is not what you make, but what you keep that counts!
    Jun 30 09:21 AM | 3 Likes Like |Link to Comment
  • My 'Buy-The-Dip' High-Yield Portfolio: Security Selection [View article]
    SC, here are a few of my rules: no position greater than 2% of my portfolio; diversify among various sectors such as energy, financial, real estate,and other specific situations; use of short and intermediate high yield bonds,MLPs, and preferreds, using appreciation in positions to switch to others paying a higher rate of return, cutting losses at 5%, and constant vigilence to avoid loss of capital. I do not buy dips because they can turn into very deep holes. There are always opportunities to obtain yield for folks on the lookout. I also use some monthly payers for compounding advantages, and will take reasonable appreciation between quarters to buy other positions. I use retirement accounts to avoid tax consequences, and make in kind Roth conversions of bonds that allow carried interest to pass without taxation. High yield investors must be nimble and prepared to act quickly. Thanks.
    Jun 29 09:07 PM | 1 Like Like |Link to Comment
COMMENTS STATS
647 Comments
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