Present rate is 15% but will jump to 42% tax rate when Bush Tax Cut ends.How will this impact REIT valuations - Will investors reposition out of these attractive dividend investments or just take the loss and hold?
Mine is all in my IRA, so no worries. I only pay taxes on IRA income when I take money out, and that is at normal income levels. In our case, at our low income level as retirees, we end up usually paying zero taxes.I hold some of AGNC for now but will be ready to jump if and when....
All the people investing in the 4-5% yield 15%ers could head over to the mreits, pushing them that much higher
Would be interesting to know what percentage is in IRA/401K where taxes are deferred
the div is taxed as normal income already.