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  2. Is 60/40 Rule Dying? Dividend-Heavy ETFs for Retirees - AOL

    www.aol.com/news/60-40-rule-dying-dividend...

    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.

  3. 60-day rollover rule: What retirement investors need to know

    www.aol.com/finance/60-day-rollover-rule...

    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 ...

  4. Do You Follow the 4% Rule for Retirement Income? You May Want ...

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    The 4% rule has long provided guidance to retirees on how to maintain a safe withdrawal rate from retirement accounts. But with today’s low bond yields and stock market volatility, this once ...

  5. Qualified dividend - Wikipedia

    en.wikipedia.org/wiki/Qualified_dividend

    With the Revenue Act of 1936 through 1953, dividends were subject to all income taxation again at the individual level. From 1954 to 1984, a dividend income exemption was introduced that initially started at $50, and a 4% tax credit for dividends above the exemption. The tax credit was reduced to 2% for tax year 1964 and removed for 1965 and later.

  6. Retirement Plans: 60-Day Rollover Rules

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  7. Ex-dividend date - Wikipedia

    en.wikipedia.org/wiki/Ex-dividend_date

    The ex-dividend date is also a factor in computing U.S. taxes that depend on holding periods. 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 ...