To Reduce Your US Tax Bill, Keep Dividends Qualified

Paul Robertson and Tuppence Russo The recently passed American Tax Relief Act (ATRA) raised the top tax rate for qualified dividends, but it scarcely affected the benefit this rate provides to investors. That’s because ATRA also raised the top tax rate on ordinary income—the rate investors have to pay for nonqualified dividends—by nearly as much.

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After ATRA, Tax Management Gains Importance

Daniel B. Eagan and Paul Robertson The US tax reform just enacted has made effective tax management of portfolios far more valuable for some investors. The old rules of thumb never really worked, but their shortcomings will now cost investors more.

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