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Dividend Investing Best Practices

Gain an understanding of what investors look at when wanting to obtain a higher income and turn to dividend stocks for assistance.

Investors looking to create a reliable source of income from their portfolios have often looked to dividend stocks for help. However, selecting the wrong dividend investments can lead to higher expenses, increased taxes, and greater portfolio volatility. This topic explains the importance that dividends have played in long term stock market returns and how investors can construct an investment portfolio to capitalize. In addition to the benefits of dividend investing in general, the information will explore how dividend growth investments can be identified, how they should be allocated in an investment portfolio to reduce taxes, and how they are able to produce a reliable income stream in retirement.

Learning Objectives

  • You will be able to identify dividend growth investment opportunities.
  • You will be able to recognize opportunities to reduce investment related taxes from dividends.
  • You will be able to recognize how dividends can produce reliable income.
  • You will be able to identify the potential benefits of dividend growth investing.

Runtime: 89 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction to Dividend Growth Investing - Why to Invest With Dividend Growth in Mind

  • Dividend Growth Investing vs. Investing Based on Yield
  • Dividend's Responsibility for Long Term Stock Market Returns
  • Historical Examples of Dividend Growth Stocks

Dividends and Your Retirement

  • Protecting Retirement Income
    • Dividends and Inflation
    • Strength of Dividend Growth Company Balance Sheets
    • Dollar Cost Averaging
  • Impact of Low Interest Rates
  • Determining Your Dividend Needs

Selecting Dividend Investments

  • Selecting Individual Stocks
    • Payout Ratio
    • History of Dividends
    • Management Guidance
  • Selecting Dividend Mutual Funds and ETFs
    • Benchmark Terminology (Dividend Aristocrat, Achiever, etc.)
    • Example ETFs and Mutual Funds for Each Benchmark Index
  • Other Available Investments
    • Preferred Shares
    • REITs
    • MLPs

Constructing Your Dividend Growth Portfolio

  • Taxes
    • Qualified vs. Nonqualified Dividends
    • Dividend Tax Rate vs. Long Term Capital Gains vs. Short Term Capital Gains vs. Interest Income
    • Special Tax Scenarios (Foreign Dividends, MLPs, etc.)
  • Dividends in Investment Accounts - What Investments Belong Where
    • TaxDeferred (Traditional IRA, 401(k))
    • Tax Free (Roth IRA, Roth401(k))
    • Taxable Accounts
  • How to Invest and Re-Invest in Dividend Investments
    • DRIP

Dangers and Precautions When Dividend Investing

  • Security of Dividend Payments
  • Volatility of Companies That Reduce or Cut Dividends
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on September 11, 2018.

Call 1-866-352-9540 for further credit information.

  • CPE/NASBA - QAS Self Study 2.2 including Specialized Knowledge 2.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 2.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Matt Hylland

Matt Hylland

Hylland Capital Management, LLC

  • Founder of Hylland Capital Management, LLC
  • Practice emphasizes in financial planning and portfolio management for young professionals
  • Advice has been featured in Wall Street Journal, CNBC, Kiplinger, and more
  • Associate membership in NAPFA and XY Planning Network
  • Bachelors of Physics with Dean’s list honors, Appalachian State University
  • Can be contacted at 336-682-5268 (cell), 319-449-2970 (office), [email protected], on Twitter®: @HyllandCapital or on Facebook: Facebook.com/HyllandCapital
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 404866
Published 2018
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