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Is Federal Realty Investment Trust a Great Dividend Stock?

Is Federal Realty Investment Trust a Great Dividend Stock?

Is Federal Realty Investment Trust a Great Dividend Stock?

That, of course, is on top of redevelopment efforts, which increase rents and the value of its properties (it is currently upgrading multiple properties, with plans for more investment in the future). Continue reading at

Atrium Mortgage Investment Corporation Announces December 2019 Dividends and 2020 Reporting Dates

Toronto, Ontario–(Newsfile Corp. – December 2, 2019) – Atrium Mortgage Investment Corporation (TSX: AI) is pleased to announce that its board of directors has declared a dividend for the month of … Continue reading at

Snap-on Is A Dividend Growth Investment At A Good Valuation

Source: Snap-On Incorporated Investor Relations Snap-On boasts an impressive dividend history – the company has paid out dividends without interruptions or cuts since 1939. The current dividend yields … Continue reading at

Stock Market Investing

Dividend Growth Analysis Of Consumer Goods Companies

Consumer goods companies are favorites of many dividend growth investors. I differentiate these stocks from consumer staples since they focus more on personal products rather than food. Interestingly, … Continue reading at

What Two Centuries Of Data Tell Us About Investing

What Factor Research Tells Us Robeco back tested six investing factors: (1) Momentum (outperforming securities tend to continue to beat laggards), (2) Value (high dividend/income yield), (3) Carry … Continue reading at

The Stock Market Cash Flow: Four Pillars of Investing for Thriving in Today's Markets (Rich Dad’s Advisors (Paperback))
The book begins by addressing many of the challenges stock market investors face today and the various ways many investors use the…

Stock Market Investing: 4 Books in 1 – Options Trading for Beginners, Stock Market Investing for Beginners, Dividend Investing, Swing Trading – Learn Day Trading and How to trade for a living
Do you want to invest in the stock market but do not know where to start?Do you lack understanding of investment terminology?Do yo…

Stock Market Investing for Beginners and Forex Trading: 6 Books in 1: How to Maximize your Profit in Forex and Stocks by Leveraging Options, Swing and Day Trading to Build Your Passive Income
Are you tired of living an ordinary life with an ordinary income?
Do you want to discover all the trading methods?
Do you want to …

Stock Market Investing

Read This Before Buying FedEx Corporation (NYSE:FDX) For Its Dividend

Today we’ll take a closer look at FedEx Corporation (NYSE:FDX) from a dividend investor’s perspective. Owning a strong business and reinvesting the dividends is widely seen as an attractive way of … Continue reading at

3 Dividend Stocks That Pay You More Than PepsiCo

There’s a reason people turn to PepsiCo (NASDAQ:PEP) again and again as an investment: The soft drinks and snack foods giant has raised its dividend for 47 consecutive years, making it a time-test … Continue reading at

Invest in This Healthcare REIT and Collect a Healthy Dividend

Income investors looking for high dividend stocks should consider investing in real estate investment trusts, or REITsThe traditional way to invest in real estate is to buy physical properties to rent … Continue reading at

6 Stocks Yielding 6% That Dividend Investors Won't Want to Miss This December

Thus, dividend investors don’t have quite as many appealing opportunities to score an outsize yield. However, there is one sector that still offers investors big-time payouts: energy. The reason is … Continue reading at

Columbia Property Trust Announces Key Transactions, Provides Preliminary 2020 Guidance, and Raises Dividend

The dividend will be paid on January 7, 2020 … as well as two properties under development. Columbia has investment-grade ratings from both Moody's and Standard & Poor's. For more information, … Continue reading at

* Capital Gains Tax Explained📈 How Stocks are Taxed!
How Do Capital Gains Work? 📈 (Capital Gain Tax Rules Explained) How Stocks and Dividends Are Taxed!

Our complete investing library can be found here:

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Free handout and links to tax forms:

Schedule D instructions:

Form 8949 Instructions:

Form Schedule B Instructions:

IRS publication 17:–2017.pdf

Video time stamps so you can skip ahead like a boss!

o How Capital Gain Tax Rates Save You Big On Taxes – 1:00
o What types of income are subject to capital gain rates? – 1:53
o Capital gain rate treatment for qualified dividends – 4:00
o Capital gain long term/Short-term holding period rules – 6:08
o When do I have to pay taxes on my stocks or dividends? – 7:24
o Recognized gain/losses vs unrecognized gains/losses – 9:50
o How are capital gains calculated? 11:00
o What about stock losses and taxes? 12:16
o Capital gain ordering rules 14:00
o Stock wash sale loss rules: 15:40
o Worthless stock and securities: 16:53
o Where do I report capital gains for taxes?(Form SCH D) (Form 8949) (Form Schedule B) 17:06
o What tax statement is used for Capital gains and dividends? 19:25
o What is net investment income taxes? 20:28
o Capital gains and state income taxes 21:23
o Tax advantages of being a long-term investor 22:31

How to make estimated tax payments video:

Only two types of income qualify for capital gain rate treatment
– Qualified dividends
– Long-term capital gains from the sale of stocks or other investment property

Things to know about Qualified Dividends

1A. Holding Period – Common stock investors must hold the shares for more than 60 days during the 121-day period that starts 60 days before the ex-dividend date. For preferred stock, the holding period is more than 90 days during a 181-day period that starts 90 days before the ex-dividend date.

2A. Types of Dividends - Although qualified dividend treatment is common among many stocks not all dividends can get qualified dividend treatment. REITS (Real Estate Investment Trusts) cannot receive qualified dividend treatment under the internal revenue Code.

Things to know about Long-Term Capital Gains

1A. Holding Period (Long-Term) - To get long-term capital gain rate treatment on your sale of publicly traded stock you have to hold the stock for more than a year. Notice I did not say one year exactly. I said more than one year so a year and 1 day would suffice.

Holding Period (Short-term) - If you hold the stock for one year or less you receive short-term treatment which means it is taxed at ordinary income rates and what does ordinary income rate mean? It means you are paying taxes at the highest rate. This specific tax rule is a major drawback for an investor who likes to actively trade stocks. They are always paying taxes at the highest rates.

When do I have to pay taxes on my stocks?

Dividends – Dividends are taxable in the year received.

Recognized Gain/(Loss) on sale of stocks – If you are new to investing it is important to know that taxes will only come into play once you sell the investment. Once you sell the investment you will recognize either a gain or loss.

Unrecognized Gain/ (Loss) – If you are just holding an investment and have not sold it you will have a unrecognized gain/ (loss)

For example I currently have an unrecognized gain on my Amazon stock of ,000. If I sold it I would recognize a long-term capital gain of ,000 since I have held the stock for more than a year and pay capital gain rate taxes on ,000.

How are capital gains calculated?

To calculate gain on sale

Fair market value of stock when sold – original purchase price (Cost Basis)

Example: I sell Amazon stock for ,000. My cost basis at the time of purchase was 0; therefore I recognize a capital gain of ,200.

What happens if I lose money on the sale of stocks?

When you go to sale your securities if you lose money it's not all bad news. Any loss recognized can offset capital gains.
Example: If you recognize capital gains of ,000 and recognize a loss of 0 you reduce your overall capital gain and pay tax only on ,500.

Stock Market Investing

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