It's considered
portfolio income for tax purposes and is taxed at ordinary rates.
Not exact matches
America First Multifamily Investors (ATAX, yield 9.30 %) from Forbes / Lehmann
Income Securities Investor America First Multifamily Investors, L.P. (ATAX) was formed
for the primary
purpose of acquiring a
portfolio of federally
tax - exempt mortgage revenue bonds that are issued to provide construction and / or permanent financing of residential... Read More
In fact, arguably when thinking about a retirement
portfolio, it's better to think in terms of «retirement cash flows» than retirement
income, as what constitutes «
income»
for investment
purposes (interest and dividends, but not principal) is different than what constitutes «
income»
for tax purposes (as interest and dividends might be
tax - free coming from a Roth, while principal may be fully taxable if withdrawn from a pre-
tax retirement account).
For tax purposes, it really depends on your other
income, your marital status, your current
portfolio and your long term goals in terms of the costs.