Thank you.So capital gains are taxed at zero, and the ordinary income tax for the dividends are minimal in the scheme of things. Also, about 30% of Wellesley dividends are qualified.
I think RMDs from my Rollover IRA will eventually put me in tax straightjacket so I'll probably have to resort to several tax-efficient funds VG offers for use in my taxable account.
Statistics: Posted by KEotSK66 — Wed Jan 15, 2025 6:26 pm — Replies 61 — Views 13116