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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.
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 ...
To be taxed at the qualified dividend rate, the dividend must: be paid after December 31, 2002; be paid by a U.S. corporation, by a corporation incorporated in a U.S. possession, by a foreign corporation located in a country that is eligible for benefits under a U.S. tax treaty that meets certain criteria, or on a foreign corporation’s stock that can be readily traded on an established U.S ...
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.
Ex-dividend date, where favorable tax treatment of qualified dividends is contingent on a 60-day holding period, similar to the wash sale rules. Round-tripping , a type of accounting fraud practiced through asset swapping, resembling wash sales within a group of participants.