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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: peterad who wrote (11540)11/20/2024 9:41:37 AM
From: SeeksQuality1 Recommendation

Recommended By
peterad

  Respond to of 22054
 
My understanding is that QDPL pays a mix of qualified dividends and return of capital, and thus is quite tax-efficient. (@jritz would know for sure.). I don't see any reason it couldn't be held in an IRA, though.



To: peterad who wrote (11540)11/20/2024 10:02:59 AM
From: jritz01 Recommendation

Recommended By
socalmike

  Read Replies (1) | Respond to of 22054
 
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."

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