Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
2021 Year-End Distributions
Old 10-26-2021, 08:13 AM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Nov 2009
Posts: 6,046
2021 Year-End Distributions

I just saw Fidelity posting its 2021 year-end distribution estimates, at least its first shot at them.

https://www.fidelity.com/mutual-fund...able=estimated

No year-end dividends, just cap gains, unfortunately.

As in prior years, others have posted links to their investment company's year-end estimates. Please post them here.
__________________
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
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 10-26-2021, 08:28 AM   #2
Full time employment: Posting here.
 
Join Date: Sep 2002
Posts: 976
Ouch!
JDARNELL is offline   Reply With Quote
Old 10-26-2021, 12:18 PM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
SecondCor521's Avatar
 
Join Date: Jun 2006
Location: Boise
Posts: 5,955
Poked around but couldn't find Vanguard's estimates. I think it's probably too early. That or they put it in an unfindable spot, which wouldn't surprise me either.
__________________
"At times the world can seem an unfriendly and sinister place, but believe us when we say there is much more good in it than bad. All you have to do is look hard enough, and what might seem to be a series of unfortunate events, may in fact be the first steps of a journey." Violet Baudelaire.
SecondCor521 is offline   Reply With Quote
Old 10-26-2021, 01:11 PM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Mar 2011
Posts: 6,584
T. Rowe Price's came out a few days ago here: https://www.troweprice.com/personal-...nds/index.html

As we live solely on dividends, MF cap gains (and SS) I'm quite pleased with the CGs although the dividends are the worst in 16 years. Still, with the CGs added in it's our best year ever.
__________________
Living well is the best revenge!
Retired @ 52 in 2005
marko is offline   Reply With Quote
Old 10-26-2021, 01:21 PM   #5
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RunningBum's Avatar
 
Join Date: Jun 2007
Posts: 11,601
Quote:
Originally Posted by SecondCor521 View Post
Poked around but couldn't find Vanguard's estimates. I think it's probably too early. That or they put it in an unfindable spot, which wouldn't surprise me either.
Last year they posted cap gain estimated distributions on 11/16, and dividends on 12/9.
RunningBum is offline   Reply With Quote
Old 10-26-2021, 01:36 PM   #6
Thinks s/he gets paid by the post
MissMolly's Avatar
 
Join Date: Jun 2010
Posts: 1,627
Vanguard's Dividend Schedule for 2021

https://personal.vanguard.com/pdf/FADIVDAT_2021.pdf
__________________
And whatever your labors and aspirations in the noisy confusion of life, keep peace in your soul. With all its sham, drudgery, and broken dreams, it is still a beautiful world. Be cheerful. Strive to be happy.- Desiderata by Max Ehrmann
MissMolly is offline   Reply With Quote
Old 10-26-2021, 04:05 PM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
SecondCor521's Avatar
 
Join Date: Jun 2006
Location: Boise
Posts: 5,955
Quote:
Originally Posted by MissMolly View Post
Vanguard's Dividend Schedule for 2021

https://personal.vanguard.com/pdf/FADIVDAT_2021.pdf
Right. That shows when, but not how much. For year end tax planning, both are needed.
__________________
"At times the world can seem an unfriendly and sinister place, but believe us when we say there is much more good in it than bad. All you have to do is look hard enough, and what might seem to be a series of unfortunate events, may in fact be the first steps of a journey." Violet Baudelaire.
SecondCor521 is offline   Reply With Quote
Old 10-26-2021, 04:49 PM   #8
Thinks s/he gets paid by the post
MissMolly's Avatar
 
Join Date: Jun 2010
Posts: 1,627
It's a start
__________________
And whatever your labors and aspirations in the noisy confusion of life, keep peace in your soul. With all its sham, drudgery, and broken dreams, it is still a beautiful world. Be cheerful. Strive to be happy.- Desiderata by Max Ehrmann
MissMolly is offline   Reply With Quote
Old 10-26-2021, 07:06 PM   #9
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: 30,778
Quote:
Originally Posted by scrabbler1 View Post
I just saw Fidelity posting its 2021 year-end distribution estimates, at least its first shot at them.

https://www.fidelity.com/mutual-fund...able=estimated

No year-end dividends, just cap gains, unfortunately.

As in prior years, others have posted links to their investment company's year-end estimates. Please post them here.
Yeah itís so frustrating that Fidelity stopped giving year end dividend estimates. I have to guess based on the prior year dividend dist.
__________________
Retired since summer 1999.
audreyh1 is offline   Reply With Quote
Old 10-26-2021, 07:24 PM   #10
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RunningBum's Avatar
 
Join Date: Jun 2007
Posts: 11,601
Quote:
Originally Posted by audreyh1 View Post
Yeah itís so frustrating that Fidelity stopped giving year end dividend estimates. I have to guess based on the prior year dividend dist.
I found that Vanguard's estimates weren't close enough to take action on when trying to get close but not over the ACA cliff. I could ballpark it but always waited for the actual distributions to do my final Roth conversion.
RunningBum is offline   Reply With Quote
Old 10-26-2021, 07:43 PM   #11
Recycles dryer sheets
 
Join Date: Jan 2013
Posts: 127
I have usually been able to get a pretty fair estimate of the capital gain distribution for a Vanguard fund by looking up the fund on Vanguard's website. Then go to the distributions tab and scroll down. You should find the "realized capital gain/loss" amount for that fund along with the date. I know for VEIPX, they are showing, $2.27 through 9/30 which I believe is the fiscal year end for that fund. It is the realized capital gains that must be distributed by a mutual fund.
marinauser is offline   Reply With Quote
Old 10-26-2021, 08:45 PM   #12
Full time employment: Posting here.
swakyaby's Avatar
 
Join Date: Feb 2011
Location: central California
Posts: 726
American Century investments also released their year-end estimated capital gains and dividends
swakyaby is offline   Reply With Quote
Old 10-27-2021, 12:16 AM   #13
Full time employment: Posting here.
swakyaby's Avatar
 
Join Date: Feb 2011
Location: central California
Posts: 726
Wow. I donít recall seeing this large an estimated year-end LTCG distributions among my mutual fund holdings in a very long time. And thatís not even including Vanguard, which hasnít announced it yet.
swakyaby is offline   Reply With Quote
Old 10-27-2021, 03:04 AM   #14
Recycles dryer sheets
 
Join Date: May 2016
Posts: 228
Here is list with links that is fairly comprehensive: https://www.mutualfundobserver.com/d...tion-estimates
CDRE is offline   Reply With Quote
Old 10-27-2021, 08:09 AM   #15
Thinks s/he gets paid by the post
zinger1457's Avatar
 
Join Date: Jul 2007
Posts: 2,834
Schwab provides an estimate of the Dividend distribution for each of your funds online with your account information and updates it throughout the year, no calculations needed.
zinger1457 is offline   Reply With Quote
Old 10-27-2021, 08:50 AM   #16
Confused about dryer sheets
 
Join Date: May 2021
Posts: 9
Quote:
Originally Posted by marko View Post
T. Rowe Price's came out a few days ago here: https://www.troweprice.com/personal-...nds/index.html

As we live solely on dividends, MF cap gains (and SS) I'm quite pleased with the CGs although the dividends are the worst in 16 years. Still, with the CGs added in it's our best year ever.
I guess it's good that someone is happy about the year-end distributions from TRP.

I own some actively managed TRP funds in my brokerage account. Earlier this year I estimated that those funds would have slightly above average distributions and made my Roth conversion based on those estimates. The year end distributions on those funds are not just above average. They are about twice what I expected and about 2.5 times higher than last year. That means I should have made a smaller Roth conversion, but it's too late to fix that now.

It looks like a lot of funds are going to be posting high year-end distributions. See https://www.capgainsvalet.com/2021-predictions/
Hubcity is offline   Reply With Quote
Old 10-27-2021, 10:43 AM   #17
Thinks s/he gets paid by the post
corn18's Avatar
 
Join Date: Aug 2015
Posts: 1,379
I don't want any CG or dividends. Looks like none of my Fidelity index funds have any CG this year. Hopefully the dividends will not be outrageous.
__________________
Don't do something, just stand there!
corn18 is offline   Reply With Quote
Old 10-27-2021, 10:58 AM   #18
Thinks s/he gets paid by the post
Souschef's Avatar
 
Join Date: Dec 2015
Location: Santa Paula
Posts: 3,519
Double ouch! $13K total
__________________
Retired Jan 2009 Have not looked back.
AA 60/35/5 considering SS and pensions a SP annuity
WR 2% with 2SS & 2 Pensions
Souschef is offline   Reply With Quote
Old 10-27-2021, 11:00 AM   #19
Full time employment: Posting here.
 
Join Date: Aug 2020
Posts: 564
Quote:
Originally Posted by scrabbler1 View Post
I just saw Fidelity posting its 2021 year-end distribution estimates, at least its first shot at them.

https://www.fidelity.com/mutual-fund...able=estimated

No year-end dividends, just cap gains, unfortunately.

As in prior years, others have posted links to their investment company's year-end estimates. Please post them here.
Thanks for posting, I have never seen this.
chassis is offline   Reply With Quote
Old 10-27-2021, 11:12 AM   #20
Full time employment: Posting here.
swakyaby's Avatar
 
Join Date: Feb 2011
Location: central California
Posts: 726
Quote:
Originally Posted by Souschef View Post
Double ouch! $13K total


Triple ouch! $156K so far for December only, and not including Vanguard.
swakyaby is offline   Reply With Quote
Reply


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
2019 Year-End Distributions Amethyst FIRE and Money 128 12-25-2019 11:57 AM
2018 Year End Estimated Capital Gains Distributions audreyh1 FIRE and Money 54 12-29-2018 12:13 PM
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 01:30 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.