Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 11-08-2019, 09:46 AM   #21
Thinks s/he gets paid by the post
 
Join Date: Jan 2006
Posts: 3,807
https://www.wellsfargoassetmanagemen...oductalert.pdf

wells fargo estimates
__________________

kaneohe is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 11-08-2019, 10:04 AM   #22
Thinks s/he gets paid by the post
Souschef's Avatar
 
Join Date: Dec 2015
Location: Santa Paula
Posts: 2,512
I spoke to Fido last week, and they said the estimates on other funds would start coming out the first week in December.
__________________

__________________
Retired Jan 2009 Have not looked back.
AA 50/45/5 considering SS and pensions a SP annuity
WR 2% SI 2SS & 2 Pensions
Souschef is offline   Reply With Quote
Old 11-08-2019, 10:29 AM   #23
Thinks s/he gets paid by the post
dtbach's Avatar
 
Join Date: Apr 2011
Location: Madison
Posts: 1,204
I don't really spend much time looking at them (unless for some reason they are HUGE [ouch]. Always seems to be some corrections by tax time. I have done a pretty good job of estimating them and doing quarterly tax payments.
__________________
Wild Bill shoulda taken more out of his IRA when he could have. . . .
dtbach is offline   Reply With Quote
Old 11-08-2019, 12:36 PM   #24
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Nov 2009
Posts: 5,193
BNY MEllon's are out today.


https://im.bnymellon.com/us/en/indiv...ds-table-tabs5
__________________
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.

"I want my money working for me instead of me working for my money!"
scrabbler1 is offline   Reply With Quote
Old 11-08-2019, 08:20 PM   #25
Recycles dryer sheets
swakyaby's Avatar
 
Join Date: Feb 2011
Location: central California
Posts: 484
Paying close attention to distributions this year for ACA income cliff reasons.
swakyaby is offline   Reply With Quote
Old 11-09-2019, 06:04 AM   #26
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 22,988
Dodge and Cox funds estimates are now available: https://www.dodgeandcox.com/pdf/shar...tions_2019.pdf
__________________
Retired since summer 1999.
audreyh1 is online now   Reply With Quote
Old 11-12-2019, 02:51 PM   #27
Thinks s/he gets paid by the post
walkinwood's Avatar
 
Join Date: Jul 2006
Location: Denver
Posts: 2,976
Vanguard mutual fund Cap gains estimates are out today.

Unfortunately, the cap-gains distributions from my last two active funds (both from Vanguard) are in the same high ballpark as last year.

Dividend estimates don't come out till 12/10 or something like that.
walkinwood is offline   Reply With Quote
Old 11-12-2019, 04:26 PM   #28
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 23,398
Quote:
Originally Posted by walkinwood View Post
Vanguard mutual fund Cap gains estimates are out today.....
Found it: https://www.vanguard.com/pdf/FA116120_112019.pdf
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is online now   Reply With Quote
Old 11-13-2019, 12:33 PM   #29
Confused about dryer sheets
 
Join Date: Apr 2016
Posts: 9
VG Wellington gains estimate shows it dropping from $4.17 last year to $1.61 this year?

Just my luck it was really high for the years I was trying to get an ACA subsidy - throwing me off the cliff.

Can someone direct me to threads discussing how to manage taxable accounts? I haven't mastered searching the various forums.

May be time to move away from VWENX.
(My current income all comes from rental properties, a CRT and the VWENX dividends/gains)
BeanCounter62 is offline   Reply With Quote
Old 11-13-2019, 03:22 PM   #30
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 23,398
^^^^ Most of Vanguard's index funds do not have capital gain distributions... we have VTSAX, VFIAX and VTIAX... Total Stock, 500 and Total International Stock... and no capital gains distributions in 2019 or 2018.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is online now   Reply With Quote
Old 11-13-2019, 04:21 PM   #31
Thinks s/he gets paid by the post
 
Join Date: Dec 2014
Posts: 2,342
Quote:
Originally Posted by pb4uski View Post
^^^^ Most of Vanguard's index funds do not have capital gain distributions... we have VTSAX, VFIAX and VTIAX... Tota Stock, 500 and Total International Stock... and no capital gains distributions in 2019 or 2018.
I looked up VTSAX. You might want to consider the amount of unrealized gains in the fund. They seem to realize losses... but not gains. I would think that gains will have to be realized.... likely when more are pulling money out.

just something to be aware of going forward.
bingybear is offline   Reply With Quote
Old 11-13-2019, 04:35 PM   #32
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 23,398
Agreed, but a capital gain distribution is unlikely unless redemptions spiked dramatically.... and that seems unlikely.... meanwhile, the last time they made a capital gains distribution was in 2000... I'll take my chances.

https://www.bogleheads.org/wiki/Vang..._distributions
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is online now   Reply With Quote
Old 11-14-2019, 06:02 AM   #33
Thinks s/he gets paid by the post
zinger1457's Avatar
 
Join Date: Jul 2007
Posts: 2,177
Transferred my brokerage accounts to Schwab this year, haven't seen the 2019 estimated distributions list for their funds yet. Got an email from them yesterday stating they have added a new 'Investment Income Summary' feature to your online 'Accounts Summary' page. It shows ytd and estimated yearly earnings for each of your accounts and totals for all accounts combined. Nice feature, will find out soon enough how accurate it is.
zinger1457 is offline   Reply With Quote
Old 11-14-2019, 07:54 AM   #34
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 22,988
Gabelli Funds - https://gabelli.com/funds/open_divest2019

GABSX is paying out an 18% distribution!
__________________
Retired since summer 1999.
audreyh1 is online now   Reply With Quote
Old 11-15-2019, 10:05 PM   #35
Recycles dryer sheets
thefinancebuff's Avatar
 
Join Date: Dec 2008
Posts: 276
Quote:
Originally Posted by corn18 View Post
I like that none of my FIDO index funds in my taxable account have any year end distributions. Very tax efficient.
Many Fidelity funds pay dividends only once a year, or twice a year with a smaller one in the spring and the bulk of it in December. We will still get the yet unknown dividend distribution even though the web page shows no capital gains distribution.
thefinancebuff is offline   Reply With Quote
Old Yesterday, 11:04 AM   #36
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Nov 2009
Posts: 5,193
Quote:
Originally Posted by thefinancebuff View Post
Many Fidelity funds pay dividends only once a year, or twice a year with a smaller one in the spring and the bulk of it in December. We will still get the yet unknown dividend distribution even though the web page shows no capital gains distribution.
I'm still waiting and wondering on one of my Fido funds, a corporate bond fund. This bond fund has done some odd things at the end of the year in the 11 years I have been in it. The first few years, the December monthly dividend included a "spike" by which the dividend doubled. But it came by surprise, as there was no real warning it was going to happen. And once in a while, it had a cap gain distribution.

Then, for a few years, I had neither the spike nor any cap gain distributions. Then, last year, the spike returned but as a separate December distribution a ew days before the end of the year, and it appeared in Fido's year-end distribution webpage. So far, there has been nothing of any type of year-end distribution. This year, unlike prior years, it matters a lot because I am struggling to qualify for an ACA subsidy, so I don't want to get blindsided by a surprise spike on 12/31 with no time to do anything about it. In those older years, I was able to find out the daily mil rate and learn of the spike when it happened.
__________________

__________________
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.

"I want my money working for me instead of me working for my money!"
scrabbler1 is offline   Reply With Quote
Reply

Tags
2019 year-end distros, capital gains, dividends


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
2018 Year End Estimated Capital Gains Distributions audreyh1 FIRE and Money 54 12-29-2018 12:13 PM
When you put 2019 as your retirement year, does Firecalc assume January 1st, 2019 ? cyber888 FIRECalc support 12 09-26-2018 10:46 AM
2017 Estimated end of year Distributions for Mutual Funds - some already published audreyh1 FIRE and Money 122 12-21-2017 11:03 AM
Mark your calendar for year-end fund distributions dirt_dobber FIRE and Money 15 12-10-2016 12:16 PM
iShares Year End Estimated Distributions photoguy FIRE and Money 0 12-14-2015 02:03 PM

» Quick Links

 
All times are GMT -6. The time now is 10:02 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2019, vBulletin Solutions, Inc.
×