The Case for Holding SCHD in Your Roth IRA

A $500,000 dividend portfolio generating $17,500 annually would incur about $2,625 in federal tax at the 24% bracket in a taxable brokerage account. The article highlights the ongoing drag of dividend taxation on after-tax returns, but it does not present a specific company or market-moving event.

Analysis

A $500,000 dividend portfolio generating $17,500 annually would incur about $2,625 in federal tax at the 24% bracket in a taxable brokerage account. The article highlights the ongoing drag of dividend taxation on after-tax returns, but it does not present a specific company or market-moving event.