Thread: Investing 102
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Old 01-07-2014, 04:46 PM
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redefined redefined is offline
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Was googling something and ran across this. Made me think of this thread.

http://www.amazon.com/The-Dividend-G.../dp/B004JU1S6W

"How to Keep Your Retirement Income Doubling Every Five Years" Bold statement.

From one of the reviews:

Quote:
1. Dividend growth shields investors from emotional turmoil of having your investments sink in value, since these stocks tend to stand up well and also because of the dividend income stream. This is very important if you have a low threshold for financial panic.
2. Dividend growth provides relatively small income streams at first, presumably when you don't need income (and when your taxes are highest), but it grows so that at retirement you will have a large annual income.
3. Dividend growth strategy should have much higher returns than bonds, since your dividend income will grow, while bonds pay static returns.
4. If you hold stocks in an IRA and just live off the dividends and pass the stocks to your heirs, it is a perfect tax shelter for transfering huge amounts of wealth, since all the capital gains on the stocks are not taxable when the stocks are inherited.
Ms. Klugman does mention in passing that Dividend Growth is not necessarily the highest return strategy, and probably will not even keep pace with an index fund. However, Ms. Klugman makes a very compelling case for this style of investing. In addition, her observations about the Wall Street in general are insightful and make good reading.
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Last edited by redefined; 01-07-2014 at 04:51 PM.
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