Key takeaways
- The distribution also must be made at or after age 59½, because of disability, to a beneficiary or estate, or for a first home up to a $10,000 lifetime limit.
- If a distribution doesn’t qualify, the earnings part may be taxable and may face the 10% additional tax.
- The $3.80 annualized dividend yields 5.77%, or $5,766 on $100,000.
At the 24% bracket, a five-REIT portfolio producing about $39,000 a year in a taxable account sends roughly $9,360 to the IRS annually. Under 26 U.S.C.
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