The total expected dividend payments from an investment, fund or portfolio expressed on an annualized basis plus any additional non-recurring dividends that may be received during that period. Depending on the company's preferences and strategy, the dividend rate can be fixed or adjustible. Taobiz explains Dividend Rate The dividend rate of an investment, fund or portfolio is calculated by multiplying the most recent periodic dividend payments by the number of periods in one year. For example, if a fund of investments pays a dividend of $0.50 on a quarterly basis and pays an extra dividend of $0.12 per share because of a non-recurring event from which the company benefited, the dividend rate is $2.12 ($0.50 x 4 + $0.12) per year.
A rule that sets aside certain types of income as nontaxable. There are many types of income that qualify under this rule, such as life insurance death benefit proceeds, child support, welfare and municipal bond income. Income that is excluded is not reported anywhere on Form 1040. Generally, there is no limit to the amount of this type of income that can be received. One exception is municipal bond interest, which may be counted back as an alternative minimum tax preference item. Income that is excluded from taxation is generally accorded this status as a measure of relief for the recipient (or else as the result of powerful lobbying, as is the case with life insurance.)
The technique of buying a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price. More shares are purchased when prices are low, and fewer shares are bought when prices are high. Also referred to as a "constant dollar plan". Taobiz explains Dollar-Cost Averaging - DCA Eventually, the average cost per share of the security will become smaller and smaller. Dollar-cost averaging lessens the risk of investing a large amount in a single investment at the wrong time. For example, you decide to purchase $100 worth of XYZ each month for three months. In January, XYZ is worth $33, so you buy three shares. In February, XYZ is worth $25, so you buy four additional shares this time. Finally, in March, XYZ is worth $20, so you buy five shares. In total, you purchased 12 shares for an average price of approximately $25 each. In the U.K., it is known as "pound-cost averaging".
A document published by the Internal Revenue Service that outlines the process for withholding and estimated tax that individuals must follow in order to pay their taxes. Typically, workers have taxes withheld from their paychecks. Workers who do not have taxes withheld from their income – whether due to employment status or for another reason – will have to pay estimated taxes over the course of the year. Income tax is not paid like a typical bill for a good or service. Instead of money coming due once a service is performed or good purchased, it is due when income is earned. Taxpayers who do not pay enough tax during the course of the year may wind up paying a penalty for each payment period.
A document published by the Internal Revenue Service that provides tax guidelines for individuals who are separated or divorced from their spouses. IRS Publication 504 outlines how to treat property or assets that are transferred between separated or divorced individuals, as well as the treatment of alimony and child support. The publication also covers which divorce- or separation-related expenses can be deducted, how taxes should be withheld and how to estimate taxes. Claiming dependents, for example, can become more complicated when spouses divorce, with one parent being considered the custodial parent and receiving the lion's share of the tax benefit.
An investing strategy that consists of buying the 10 DJIA stocks with the highest dividend yield at the beginning of the year. The portfolio should be adjusted at the beginning of each year to include the 10 highest yielding stocks. Taobiz explains Dogs Of The Dow The strategy was formulated in 1972 and has proven to be successful. In fact, as Dog of the Dow investors readjust their portfolios each year, it places pressure on the stocks involved.
A document published by the Internal Revenue Service that outlines the criteria which must be met in order for a taxpayer to deduct expenses for the care of children and dependents. IRS Publication 503 indicates that expenses can be claimed only if they are incurred in order to allow the taxpayer to work or look for employment. In order to claim tax credits for children or dependents, certain criteria must be met: the persons claimed must be qualified, the taxpayer must have worked at some point during the year, expenses must be incurred so that the taxpayer could work or look for work, and care payments must be made to a non-dependent. Up to 35% of expenses related to the care of children and dependents can be claimed by a taxpayer. In addition, expenses related to the care of children apply only to children under the age of 13.
Instructions on a good-till-cancelled buy-limit or stop order that tell a broker not to increase the number of shares bought or sold in the event of a stock dividend or stock split. Taobiz explains Do Not Increase - DNI This is telling a broker not to increase the shares of your order when the number of shares you own increases.
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