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57.1% TAX savings - Qualified vs Non-qualified Dividends (SCHD, JEPI)

Qualified vs Non-qualified dividends, understanding the difference between these two can help you save upwards of 57% on Tax obligations. Yes. It's true. Dividends that are qualified have MUCH more favourable taxation laws compared to non-qualified dividends, and the difference is staggering. Qualified dividends reach a maximum taxation rate of 20%, where as non-qualified dividends reach a maximum of 37%. Qualified dividends are taxed at the same rate as capital gains. However, non-qualified dividends are taxed as regular income. There are several factors that make a dividend non qualified. 1. dividends from foreign companies, not listed on major US stock exchanges 2. Hedging- any dividend distributed by using hedging techniques, like selling Calls or Put options, is taxed as as regular income. So yes dividends from all covered call ETFs are taxed at regular income rates. Let's not forget Tax advantaged accounts, like IRA & Roth IRA's. Understanding the difference between these two can heavily affect your income! In this video I go through the entire taxation breakdown comparisons, Tax advantage accounts, and also run through various examples so that you can get a better understanding of how dividends are taxed. ETSY SHOP: T-Shirts & Digital Planners (Designed by me) https://www.etsy.com/ca/shop/VMediaSh... PUBLISHED Financial Planners to make it easy to set financial goals, allocate money towards savings & investments, track your income and expenses, tax deductions and more! : Investor: https://amzn.to/40Bc39L Wolf: https://amzn.to/3zqDbgh Green: https://amzn.to/3FD0uXu Pink: https://amzn.to/40sRNan CHAPTERS: 0:00 Introduction 0:36 What is a Qualified Dividend? 0:53 What is a Non-Qualified Dividend? 1:02 What Makes a Dividend Non-Qualified? 2:38 How Qualified Dividends Are Taxed 3:45 Net Investment Income Tax 4:52 How Non-Qualified Dividends Are Taxed 6:20 Strategies to Minimize Annual Tax on Dividends 7:50 Comparing Income AFTER Tax for 3 Different Types of ETFs (Bull Market) 10:40 Comparing in a Bear Market 11:40 The Winner 11:55 Using Tax Advantage Accounts - IRA & Roth IRA 12:13 Traditional IRA Account 12:28 Roth IRA 13:12 MAGI DISCLAIMERS & DISCLOSURES: This content is for education and entertainment purposes only. Viktoriya is not a financial advisor and does not provide any financial, tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves, risk, including the possible loss of principal. THUMBNAILS are created only for entertainment purposes, and act as art. They are NOT a direct quote from any financial/public figure. Below you will find links that will allow you to find items mentioned on my channel and receive free trials, perks and discounts. I may get a small commission at no cost to you. LINKS to my online brokerage accounts are HERE: WEALTH SIMPLE ( EARN UP TO $3000 WHEN YOU USE THIS LINK) https://my.wealthsimple.com/app/publi... INTERACTIVE BROKERS ( EARN UP TO $1000 IN IBKR STOCK (Interactive Brokers Stock)) LINK: https://ibkr.com/referral/viktoriya195 LINKS TO FINANCIAL LITERACY BOOKS MUST READ! Becoming Your Own Banker: https://amzn.to/3n7lqzw The Intelligent Investor: https://amzn.to/3FFPzMG The Simple Path to Wealth: https://amzn.to/40nRQnN THE OPTION WHEEL STRATEGY: (If you want to learn about the MOST POWERFUL TRADING STRATEGY IN THE WORLD!!!) https://amzn.to/4046nFf COVERED CALLS for BEGINNERS: https://amzn.to/42IsXoX Investing for Dummies: Original - https://amzn.to/3Ju9bVc 9-in-1 Books- https://amzn.to/3FGu3r3 Rich Dad Poor Dad: https://amzn.to/40qLzYw LINKS TO RESOURCES & MY EQUIPMENT: Get 1 month FREE to Epidemic Sounds, where I find all of the sound tracks for my videos! https://share.epidemicsound.com/o2qwz0 CANVA: I create thumbnails & ALL marketing material with Canva https://partner.canva.com/c/3898670/6... Tubebuddy: for SEO https://www.tubebuddy.com/ViktoriyaRe... MY EQUIPMENT: CANON EOS RP Mirrorless Camera: https://amzn.to/3LKGmXg CANON 24-105mm f/4 LENS https://amzn.to/42sqLSa CANON LENS Adaptor: https://amzn.to/3JVhWZY Microphone: https://amzn.to/40rn3qg TRIPOD: https://amzn.to/42xbwHO LED Lights: https://amzn.to/3TAE7Yz LG 29" ULTRA WIDE Monitor: https://amzn.to/3lv6L0y 14" Portable Monitor : https://amzn.to/3TOeYdb Apple Magic Track Pad: https://amzn.to/3yXu1Yk Apple Magic Keyboard: https://amzn.to/3JXEOYH