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Lesson 8
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Dividend classification.
Classification + relocation.
Portfolio
Qualified $
Ordinary $
Marginal
LTCG rate
AGI
Filing
Single
MFJ
Qualified
$4,000
$600
LTCG rate.
Ordinary
$3,000
$720
Ordinary rate.
Relocation
Move REITs to IRA
$0/año
Zero tax en IRA.