projected 2018 dividends and CGs vs 2017

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Post Reply
SpideyIndexer
Posts: 395
Joined: Thu Apr 02, 2015 10:13 pm

projected 2018 dividends and CGs vs 2017

Post by SpideyIndexer » Tue Oct 16, 2018 8:59 pm

I'm newly susceptible to the Medicare torpedo so am aiming for more precision in my income planning. Are there surprises I need to watch out for in terms of distributions? Investments are mainly the usual index funds plus some tilts: VTSAX, VTIAX, IJS, VSS, IEMG, and large cap value. And since it is MAGI I need to consider the muni funds VCADX and VWIUX. The taxable portfolio hasn't changed much aside from reinvested dividends. CD and savings account interest is pretty easy to estimate. For those in a similar boat, what sort of year over year increase are you seeing?

How much margin do folks typically leave in estimated MAGI from the next IRMAA tier?

Post Reply