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The New 4% Rule? How Dividend ETFs Are Rewriting Retirement Math

For as long as many of us can remember, the very best method for understanding how much you can or should spend during retirement has been guided by the 4% rule. Introduced by William Bengen in 1994, ...

Real Dividend Growth Exists in Small Caps, Just Not Where You’d Expect

Small-cap dividend investing has a credibility problem, and the Invesco S&P SmallCap High Dividend Low Volatility ETF (NYSEARCA:XSHD) is built to solve it. XSHD screens the S&P SmallCap 600 for the ...
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Five dividend growers trading at double-digit discounts despite strong fundamentals

This strategy works for investors with 7-to-15 year horizons willing to live on 1-2% yields today, but fails for retirees needing immediate cash flow regardless of dividend growth. On a recent ...
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The tax math that makes these dividend stocks worth $19,200 more inside a Roth

A married couple filing jointly in the 24% federal bracket who pull in $80,000 in ordinary dividend income from a taxable brokerage will have to hand over $19,200 to the IRS every year. That is the ...