Analysis: In the U.S., the choice of holding account for income-generating investment products like SPYI and STAG is crucial for tax efficiency.
Analysis indicates that for U.S. investors, the return of capital distributions from the NEOS S&P 500 High Income ETF (SPYI) makes it more tax-efficient in a taxable account than in a traditional IRA, as traditional IRAs already provide tax deferral. Conversely, STAG Industrial's (STAG) ordinary income REIT distributions are better suited for an IRA, unless the investor qualifies for the Section 199A 20% deduction in a taxable account. Traditional IRAs convert all gains to ordinary income upon withdrawal, thereby eliminating the tax advantages of both these holdings.
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Source:Yahoo财经 · Source Link
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