After-tax income
Income after the tax rates saved under Tax defaults: qualified dividends at the capital gains rate, the rest at ordinary rates, state tax and NIIT added.
Definition
Annual income after the tax rates saved in Settings under Tax defaults. Qualified preferred dividends are taxed at the long-term capital gains rate plus state tax and, where it applies, the net investment income tax; baby bond interest and most BDC and covered-call distributions at ordinary rates plus the same. Shown on the Dashboard, Holdings, the Income Calendar, the Tax Center and each security's record.
Definitions describe how YieldDesk reads the term. Nothing on this page is investment advice or a recommendation to buy, sell or hold.