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You are here: Home / Archives for qualified dividends

466: Does Dividend Investing Still Work?

February 14, 2024 by David Stein · Updated February 26, 2024

Stocks that grow their dividends have outperformed non-dividend-paying stocks over the long-term, but not in the past 5, 10, and 20 years. Why are non-dividend paying stocks outperforming dividend growers, and will it continue? Topics covered include: What message do companies say when they initiate, grow, or cut their dividend What is dividend smoothing How have dividend payers performed relative to non-dividend payers Why have non-dividend payers, which are primarily … [Read more...]

Filed Under: Podcast Tagged With: dividend growers, dividend investing, dividend stocks, dividend yield, dividends, qualified dividends

436 Plus: Asset Camp and Plus Membership, Qualified Dividends, and Mutual Fund Share Classes

June 17, 2023 by David Stein · Updated July 24, 2023

In Plus episode 436, we discuss why Asset Camp is separate from Plus membership even as charts and data from Asset Camp are used in materials on the Plus membership site, including the monthly investment conditions and strategy report. We also explore the difference between qualified and non-qualified dividends according to the U.S. tax code. Finally, we look at transferring to a separate share class for a given mutual fund. … [Read more...]

Filed Under: Money Plus Tagged With: mutual funds, qualified dividends, taxes

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