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The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...
The traditional weight rule of 60/40 for a retirement portfolio should no longer be relied upon, per some strategists. Hawkish investors can play their theory with some dividend-heavy ETFs.
Investors saving for retirement are familiar with the 60/40 rule, concerning stocks and bonds. But for retirees, a different kind of 60/40 rule applies – one designed to deliver lifetime income.
To receive favorable personal income tax rates on qualified dividends of a common stock, the stock must be held continuously for over 60 calendar days within the window of 121 calendar days centered on the ex-dividend date. Otherwise the dividend income is taxed at higher rates for ordinary income.
The ex-dividend date is the first date following the declaration of a dividend on which the buyer of a stock is not entitled to receive the next dividend payment. For calculation purposes, the number of days of ownership includes the day of disposition but not the day of acquisition. In the case of preferred stock, you must have held the stock ...
And investors who follow the 60/40 rule are doing pretty well. In 2022, by Jablonski’s calculations, the 60/40 portfolio lost 15.8%. But in 2023, the same portfolio rose by 17.7%.