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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.
Generally speaking, for both stocks and mutual funds, you must have held the investment in an unhedged state for at least 61 days of the 121-day period that began 60 days before the security’s ...
Continue reading → The post Retirement Plans: 60-Day Rollover Rules appeared first on SmartAsset Blog. If you have more than one retirement account, it’s possible to extend a short-term loan ...
From 2003 to 2007, qualified dividends were taxed at 15% or 5% depending on the individual's ordinary income tax bracket, and from 2008 to 2012, the tax rate on qualified dividends was reduced to 0% for taxpayers in the 10% and 15% ordinary income tax brackets, and starting in 2013 the rates on qualified dividends are 0%, 15% and 20%. The 20% ...