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Strategies & Market Trends : Young and Older Folk Portfolio

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socalmike

To: peterad who wrote (11540)	11/20/2024 10:02:59 AM
From: jritz0	1 Recommendation Read Replies (1) of 22059

QDPL can be held in in IRAs or taxable accounts. Mine is held in TIRA/Roth IRAs like all my investments. From the Pacer website: " Using 2023 as an example, approximately 23% of the distribution was sourced from S&P 500 dividends, 8% was deemed a long-term capital gain, and 69% was deemed a return of capital." Page 3 from: P_QDPL_WhyNow_09-30-24

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