Sentences with phrase «higher dividend distributions»

This also means higher capital gains taxes, and probably higher dividend distributions.

Target - date funds with high allocations to fixed income tend to be less tax - efficient (high dividend distributions) and are likely better off in a tax - advantaged account.

Not exact matches

Osry advises clients to hold quarterly family meetings to hash out what she describes as a «family constitution» — a kind of mission statement that lays out high - level values and principles, but also articulates protocols governing the distribution of dividends among shareholders and employment rules for family members.

Returns are calculated after taxes on distributions, including capital gains and dividends, assuming the highest federal tax rate for each type of distribution in effect at the time of the distribution Past performance is no guarantee of future results.

By combining both dividend yield and payout ratios, you will be in a better position to identify high yielding stocks that have better chance of increasing their distribution in the future.

Bellwether only invests in high quality, compelling opportunities with companies that have strong balance sheets, proven sustainable earnings growth and a track record of regularly increasing their dividend or distribution.

Strives to provide a growing dividend — with higher income distributions every quarter if possible — together with a current yield that exceeds that paid by U.S. stocks in general.

The small business tax rate, which is really the taxation rate for a Canadian - controlled private corporation (known as CCPC), is also used by high - income households as a form of income splitting with dividend distributions shared between spouses, Mintz said.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

They focus greatly on distribution, which explains their very high dividend yield.

Such distributions are taxed at a higher tax rate than long - term capital gain or qualified dividends.

In 2015 we see that the Q3 dividend has been reinstated and the 2015 total distribution is 10.9 % higher than in 2014, but still lower than 2012.

Since the ETF has a current distribution yield of 4.10 % according to their website, this fits my criterion to be a «high - yielding» dividend ETF.

economic growth and higher returns on investments (especially after the Great Recession of 2008 - 2009) that generated higher dividend and capital gain distributions, with no associated tax withholding,

Under the conditions of high concentration of ownership and weak legal protection for small - and medium - sized shareholders in China, the distribution of dividends can be used as a way to limit large shareholders» ability to expropriate minority shareholders» rights or improper government intervention in the listed companies.

There are several more factors to consider that I didn't get into (like whether your sale would be classified as a short - term or long - term capital loss, any wash - sale implications, any options premiums you collected, any dividend income you collected, your total capital losses / gains for the year, your eligibility and the amount you can contribute to a tax - deferred account like a 401 (k), if you expect to be in a lower or higher tax bracket when it comes time to take distributions from your tax - deferred account, etc.).

However, Dividend 15 Split Corp. income does not cover those high distributions to its unitholders.

New Zealand companies pay out more profits as dividends than many other countries in the world, with an aggregate distribution of 84 % of earnings in 2015, much higher than the 48 % in the U.S. and 54 % globally (see Exhibit 1).

It is quite possible that, even with their added costs, they will generate higher after - tax returns than traditional ETFs whose distributions are interest or foreign dividends.

This higher yield also positively impacts total return, as total return is simply made up of capital gain and dividends / distributions.

Since total return is comprised of income (via dividends or distributions) and capital gain, total return is given a boost right away based simply upon the higher yield one can capture when undervaluation (and thus a higher yield) is present.

We made a bunch of good buys earlier this year, combined with some higher yielding securities (REIT ETFs) and some «value» based indexes make for some pretty good dividends / distributions.

That higher yield gives the long - term potential total return a boost, as income (via dividends / distributions) is one of two components of total return.

Therefore, if the investments pay out distributions or dividends, the breakeven point will be a bit higher.

Since total return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case for this stock having a great 2018 is certainly already there based on that higher - than - average yield.

The drop in distributions reflected two factors: Some index members slashed their dividends during the recession, and others - some with what appeared to be unsustainably high yields - were kicked out of the index after Zacks» stock - selection methodology flagged them as no longer meeting its criteria.

As of right now, after the special dividend, there is a high risk that the remaining assets are used to chase after aquisitions instead of making more distributions to shareholders.

Since MLPs do not pay any income taxes and pay out almost all of their cash flow in the form of cash distributions (their equivalent of corporate dividends), MLPs» dividend yields are often higher than corporate dividend payers.

Same same — high dividend / high cg distribution invests work equally well under Roths, Traditionals, 401Ks.

Target - date funds with high allocations to equities tend to be more tax - efficient (few capital gains and dividend distributions) making them more suited for taxable accounts.

That higher yield not only positively impacts current and ongoing income, but it also positively impacts one's long - term potential total return, as dividends / distributions (income) is one of two components of total return (the other being capital gain).

Companies that earn high Dividend Safety Ratings are unlikely to decrease their dividends or distributions in the near future.

The Dividend Growth Rating measures the likelihood that an investment will pay a higher dividend or distribution in theDividend Growth Rating measures the likelihood that an investment will pay a higher dividend or distribution in thedividend or distribution in the future.

Returns are calculated after taxes on distributions, including capital gains and dividends, assuming the highest federal tax rate for each type of distribution in effect at the time of the distribution Past performance is no guarantee of future results.

By combining both dividend yield and payout ratios, you will be in a better position to identify high yielding stocks that have better chance of increasing their distribution in the future.

The small business tax rate, which is really the taxation rate for a Canadian - controlled private corporation (known as CCPC), is also used by high - income households as a form of income splitting with dividend distributions shared between spouses, Mintz said.

Returns are calculated after taxes on distributions, including capital gains and dividends, assuming the highest federal tax rate for each type of distribution in effect at the time of the distribution.

None of the distribution is given special treatment as Qualified Dividends or Capital Gains regardless of what happened inside the IRA, and none of the distribution is subject to the 3.8 % Net Investment Income Tax that some high - income people need to compute on Form 8960.

The iShares US Dividend Growers (CUD) and iShares U.S. High Dividend Equity (XHD) also estimated distributions of $ 2.12 and $ 1 per share, respectively.

You're investing in a regular account, where taxes on smaller distributions than what Vanguard High Dividend Yield gives out leave you in a better tax situation.

Interestingly, despite a high turnover the fund mostly produced small dividend income distributions, even in high - return years.

Notes: Figures for dividend distribution rates in the previous table present high uncertainty, of about ± 5 %.

You are getting 4 times higher tax - advantaged distributions with HEX compared to tax - advantaged dividends from XIU.

Conservative No - Load High - Income Model Investors (CHIM): If you're retired and using this for a paycheck, then be sure to set ALL of the mutual funds up to pay ALL distributions in cash (dividends and capital gains).

In the case of high yield stocks, you can sell some of your stake as soon as the security's yield comes down and is in - line with the rest of its peers; in the case of consistent payers, you may sell your stake if a company breaks its track record and is forced to cut or suspend its distribution [see also 6 Signs of Unsustainable Dividend Yields].

Projecting future wealth and known future income streams can be a good starting point for estimating a future marginal tax rate (e.g., what will tax rates be for the retiree who already has Social Security benefits, portfolio interest and dividends, real estate or other passive income sources, and / or Required Minimum Distributions [RMDs]-RRB-, but clearly some uncertainty remains, not the least because Congress could just outright change the tax laws between now and then (although even higher tax rates in the future is not a guarantee that Roth conversions are a good idea today!).

«In exchange for offering investors high - dividend distributions, REITs receive special tax considerations and offer a highly liquid method of investing in real estate.»

At times when the yield spread was less than 80 basis points — when REIT dividend yields were extraordinarily high, reflecting REIT stock prices that were especially low relative to current distributions — REIT performance over the next year tended to be especially strong, with total returns that averaged 20.81 percent and outpaced the broad stock market by 5.67 percentage points.

At times when the yield spread was greater than 180 basis points — that is, when REIT dividend yields were extraordinarily low, reflecting REIT stock prices that were especially high relative to their current distributions — REIT performance over the next year tended to be weak, with total returns that averaged 6.98 percent and underperformed the broad stock market by 1.84 percentage points.

The reason is simple: given the extremely steady pace of REIT dividend distributions, major changes in the yield spread arise primarily because REIT stock prices have been driven too high or too low relative to their future performance expectations.