2019 – 1st Quarter Letter – Spending dividends vs capital gains

The latest P&A quarterly letter to clients is available in PDF form.  You can download it here.  This letter covers the difference between spending dividend income and realizing capital gains to create needed income.  Dividends are taxed at higher rates than capital gains and the latter spends just the same as does the former.  So why do many investors prefer dividends over capital gains?

Was this post helpful?
Let us know if you liked the post. That’s the only way we can improve.
Yes
No

Previous

Next

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

Get P&A in your inbox!

Get P&A in your inbox!

Sign up for our monthly email – Written in-house to educate & entertain.

You have Successfully Subscribed!