yearly taxable dividends/interest as percentage of TC?

TC from job = 250k taxable dividends + interest = 20k (do not include 401k only taxable accounts) investment income as percentage of TC = 8%

Add a comment
Goldman Sachs fake engineer Oct 13, 2019

For tax efficiency it's best to avoid dividends and such, ideally you'd have everything under a Bermuda/BVI/etc corporation which you never incur US capital gains tax on until you repatriate money to the US to spend. When doing this, real estate becomes more attractive since the income doesn't get hit by corporate tax first. Dividend stocks are fine if you are retired and need to spend the money, otherwise you want something that more efficiently reinvests the earnings.

Google YWzz63 Oct 13, 2019

At what point should someone start considering a Bermuda/BVI Corp

Amazon yuriy Oct 13, 2019

I did some math for my specific case, and decided that it is not worth getting into before I have $5M in investable assets. Would love to hear other people's opinions on this.