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Ex-Dividend Info: Alerian, iShares, PIMCO, Schwab, & SPDR ETFs

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Below I have provided links to the 2021 website links for dividend distribution schedules for various Exchange Traded Product (ETP) providers.  For historical dividend information, I recommend the Dividend Investor site. Alerian website link for dividend declaration, ex-dividend, record, and distribution dates (Fund Distributions, Current Year) Invesco website link with ex-dividend and pay information.  iShares website link 1 , website link 2 for ex-dividend and pay …

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Twists and turns in converting a traditional IRA to a Roth

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The change of the tax laws to allow everyone to convert their traditional IRAs into ROTH IRAs in 2010 was a nice present to the tax advisor community.  The issues with this one were nearly enough to make even me, a die hard do-it-yourselfer, seek professional advice.   Instead of paying for advice, I called the IRS.  The woman I talked to in the IRA department was …

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2023 Ex-div & Paydate: XLB XLE XLF XLI XLK XLP XLU XLV XLY and others

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2023 Ex-Dividend and  Pay Date  information from SPDR 2023 Ex-Dividend Dates Q1 Q2 Q3 Q4 20-March 20-June 18-September 18-December 28-December (potential cap gains) Pay / Distribution Dates 23-March 23-June 21-September 18-December 03-January-2024 (potential cap gains distribution) In alphabetical order: DGT SPDR Global Dow ETF (DGT) KBE  SPDR S&P Bank ETF (KBE) KCE SPDR S&P Capital Markets ETF (KCE) KIE  SPDR S&P Insurance ETF (KIE) KRE …

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DIA Dividend Capture–close out

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My DIA dividend capture position was assigned last night as expected, for a net profit of $0.27 per share.  Since my DIA position was called before the dividend was distributed I won’t actually get the dividend (which I am estimating to be $0.25), but my net profit is slightly more with considerably less risk than just buying DIA and holding to ex-dividend.   The image …

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