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 Honey's Dividends

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Thump

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Posts : 2718
Join date : 2008-05-13
Location : Central Florida

PostSubject: Honey's Dividends   Sat May 19, 2012 11:19 am

ABT 50 2.04 102
ADM 50 .70 35
AFL 50 1.32 62
BMY 50 1.36 68
CBRL 50 1.60 80
CMCSA 100 .65 65
CVX 75 3.60 270
DE 50 1.84 42
DRI 50 1.72 86
GIS 100 1.22 61
HON 50 1.49 74
INTC 100 .84 84
JPM 75 1.20 90
KFT 100 1.16 116
KO 100 2.04 204
MCD 100 2.80 140
MMM 50 2.36 118
MO 50 1.64 82
MRK 100 1.68 168
MSFT 200 .80 160
NUE 50 1.46 73
PBI 100 1.50 150
PG 100 2.25 225
RPM 100 .86 86
RRD 100 1.04 104
STX 100 1.00 100
T 150 1.76 264
WAG 100 .90 90
WM 100 1.42 71
WMT 100 1.59 159
XOM 100 2.28 228

Yearly: 3657
Monthly: 304.75
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rockhump

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Join date : 2008-05-16

PostSubject: Re: Honey's Dividends   Sun May 20, 2012 8:13 am

Nice returns! These are in Ma's IRA and aren't taxable?
My 401k has gotten slaughtered the last month. Up 2.76% YTD down from 7% in April.
Still beating the DOW and S&P.

Need to roll over Tracy's 401k from the job she just left. Probably set something up with TD Ameritrade since we already have stock and money market there.
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Thump

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Join date : 2008-05-13
Location : Central Florida

PostSubject: Re: Honey's Dividends   Sun May 20, 2012 9:50 am

It's taxable when you take it out so we'll have to pay taxes when she
starts drawing on it.

Those are dividends, not returns, we've had out stuff go down with
the market. Doesn't change the dividends though.

We didn't know Tracy had a new job yet but, yeah, that's what I'd do.
Be sure to try and have them transfer it directly to TD. You've got 90
days to finish rolling it after you start so they won't tax you for taking
it out. Took nearly 90 days for Honey's to finish and then they sent a
check to us instead of TD as we'd directed them to.

Thought about your account in Atlanta after we talked Sunday night,
you probably could have done most of it in advance and then just
rode a taxi over and sign the papers.
___________________________________

MAY 23, 2012 11:43 AM:
S&P: -1.12%


DOWN LESS THAN S&P:
CBRL
DRI
GIS
KFT
KO
MCD
MMM
MO
MRK
PBI
PM
T WAG
WM
WMT
XOM



DOWN ABOUT THE SAME AS S&P
ABT
ADM
BMY
RPM
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