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A $500,000 Roth Portfolio Loaded With These Dividend Stocks Pays $34,350 a Year and the IRS Gets None of It
Source: 247wallst.com
Tax & TariffsCapital Returns (Dividends / Buybacks)
The article says holding four dividend stocks in an unsuitable account can result in a five-figure annual tax bill to the IRS. The amount of tax drag depends on the investor’s tax bracket, but the excerpt does not identify the stocks or provide supporting calculations.
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