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Started By
Message
1
Posted on 7/3/25 at 2:48 pm to oneg8rh8r
No, that's fair. I like the income. Regardless of the other steps, the 35% of divs always gets put to the side.
Posted on 7/3/25 at 4:55 pm to TheWiz
quote:
the 35% of divs
Is that what it's taxed at?
Or just taxed as normal income and you're in the 35% bracket?
This post was edited on 7/3/25 at 5:05 pm
Posted on 7/3/25 at 6:43 pm to SidewalkTiger
If in a taxable brokerage account, Ordinary dividends get taxed at ordinary rates. Qualified get taxed at capital gains rates.
Posted on 7/3/25 at 6:57 pm to SidewalkTiger
What the guy above me said. I’m probably being overly cautious but I have some other K-1 and 1099 work, so I’m playing it safe this year. I’m only about five months into these Yieldmax funds, so it’s new territory for me.
This post was edited on 7/3/25 at 7:09 pm
Posted on 7/8/25 at 8:36 pm to horsesandbulls
quote:
in a taxable brokerage account, Ordinary dividends get taxed at ordinary rates. Qualified get taxed at capital gains rates.
Aren't these dividends qualified and tax efficient for yeildmax?
Posted on 7/8/25 at 9:17 pm to LoneStar23
I haven’t been able to tell. Likely a combo of qualified, ordinary, and return of capital.
Posted on 7/8/25 at 9:25 pm to LoneStar23
quote:
The distribution may include a combination of ordinary dividends, capital gain, and return of investor capital, which may decrease a fund’s NAV and trading price over time. As a result, an investor may suffer significant losses to their investment.
LINK
Posted on 7/8/25 at 9:30 pm to Fat Bastard
According to that the one from 6/25 was all a return of capital
Posted on 7/8/25 at 9:39 pm to horsesandbulls
correct. looks like no qualified dividends because this fund does not pay "real" dividends.
LINK
exactly why i have stops and basically trade this stuff. ready to bail any day.
quote:
However, most of its distributions are considered return of capital, not true income. This means they can erode your cost basis and have tax consequences.
LINK
quote:
ULTY’s synthetic covered call strategy offers high weekly yields but relies on volatile stocks and complex derivatives, making it riskier than it appears. Most of ULTY’s distributions are return of capital, not true income, which can erode your cost basis and lead to future tax consequences in taxable accounts.
exactly why i have stops and basically trade this stuff. ready to bail any day.
Posted on 7/8/25 at 9:43 pm to horsesandbulls
Do they list their costs? I know they have a standard mgt fee. But it’s got to be expensive sell puts and calls to create their synthetic longs. They seem to focus on the potential nav decays connection to to the falling underline equity.
But they could easily take loses on from bad calls, and puts that would drain the NAV.
But they could easily take loses on from bad calls, and puts that would drain the NAV.
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