The “Three Fund” Portfolio Part 5 – Tax Considerations

My friend Frugal Professor asked me about the tax consequences of my portfolio choices. So let’s discuss those in the context of a standard Vanguard portfolio of VTI, VEU and BND. Qualified Dividends VTI pays a dividend of approximately 1.8% per year. 94% of those dividends are qualified, meaning they count as investment income taxed … Read more The “Three Fund” Portfolio Part 5 – Tax Considerations