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Don’t Forget the Holding Period Rules for Qualified Dividends
Don’t Forget the Holding Period Rules for Qualified Dividends
Qualified dividends are now taxed at no more than 15%. However, don't forget that shareholders must satisfy a holding period rule to be eligible for the new low rates.
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Qualified dividends are now taxed at no more than 15%. However, don't forget that shareholders must satisfy a holding period rule to be eligible for the new low rates.
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As an individual taxpayer, you are subject to two tax systems, the regular income tax and the alternative minimum tax (AMT). You are liable for the larger, and only the larger, of the two taxes.
The IRS Provides Relief for Retired Investors
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A corporate downsizing, cutback, or layoff may have forced you into early retirement and made it necessary to begin taking distributions from your IRAs. It's important to understand the tax ramifications.
Don’t Forget the Holding Period Rules for Qualified Dividends
Qualified dividends are now taxed at no more than 15%. However, don't forget that shareholders must satisfy a holding period rule to be eligible for the new low rates.
Qualified dividends are now taxed at no more than 15%. However, don't forget that shareholders must satisfy a holding period rule to be eligible for the new low rates.
Purchasing a Second Home
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In light of the number of second homes being purchased, we thought this would be a good time to revisit the tax ramifications of owning that second home.
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