The Case for Holding SCHF in Your Roth IRA

With a $500,000 holding in a broad international equity ETF yielding ~3% annually, the article estimates about $1,800/year in federal tax at the 24% qualified-rate level. It projects closer to $3,600/year if any distributions are treated as ordinary income instead.

Analysis

With a $500,000 holding in a broad international equity ETF yielding ~3% annually, the article estimates about $1,800/year in federal tax at the 24% qualified-rate level. It projects closer to $3,600/year if any distributions are treated as ordinary income instead.