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Go back and read what I said. Better yet, read Schwab’s tax summary here: https://www.schwab.com/public/schwab/investing/retirement_and_planning/taxes/current-
by MR4D 7y ago
Go back and read what I said. Better yet, read Schwab’s tax summary here: https://www.schwab.com/public/schwab/investing/retirement_and_planning/taxes/current-rates-rules/dividends-capital-gains-tax-brackets https://www.schwab.com/public/schwab/investing/retirement_an...
My statement is correct.
- jjeaff 7y agoI think you need to re-read what I wrote. You are correct that your personal rate is similar for dividends vs capital gains. But you are iggiring the bigger picture that dividends money had to be taxed on the corporate side before it was given to you. Capital gains that are propped up by huge cash stores in overseas tax free accounts are not.