Don’t Pay UNNECESSARY Taxes! How Qualified Dividends (QDI) Can Save You Thousands in Retirement!
Uncle Sam is your silent investment partner - often taking a cut (TAXES!!!). Investment returns aren’t just what you make - it’s about what you keep after taxes! In this video, Mike Palmer, Certified Financial Planner and founder of Ark Royal Wealth Management, explains how a focus on dividend tax efficiency can save tens of thousands of dollars over 20-30 years!
Did you know that some dividends are taxed at a rate of up to 17% higher? It’s true, we explain the crucial difference between Qualified Dividend Income (QDI) (the “good” kind) and Nonqualified Dividend Income (NQDI) (the “bad” kind). We’ll show you how the sophisticated investment managers Ark Royal uses approach portfolio management to make the most of QDI.
We share a new rule about “catch up” contributions that goes into effect in 2026, info you’ll need to know if you make over $150,000! Plus, get answers to whether your 401k contributions should be Pre-tax, Roth, or some combination of both. If you are in the retirement red zone you need to make the most of your peak earning years and your retirement contributions.
๐๐๐จ๐ง'๐ญ ๐๐จ๐ซ๐ ๐๐ญ ๐ญ๐จ ๐ฌ๐ฎ๐๐ฌ๐๐ซ๐ข๐๐ ๐ญ๐จ ๐จ๐ฎ๐ซ ๐๐ก๐๐ง๐ง๐๐ฅ ๐๐จ๐ซ ๐ฆ๐จ๐ซ๐ ๐ฎ๐ฉ๐๐๐ญ๐๐ฌ.
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✅ About Ark Royal Wealth Management.
Welcome to Ark Royal Wealth Management! We’re a Raleigh and Charlotte-based firm dedicated to helping you make smart, informed decisions about your money. Our team, founded by Mike Palmer, CFP®, in 2015, brings over 30 years of wealth management experience. We believe in being truthful, trustworthy, and transparent, values that guide everything we do.
On this channel, you’ll find expert insights on investing, financial planning, retirement strategies, and tax-saving techniques. All of our advisors are Certified Financial Planners™ who work together to provide personalized, strategic guidance. Join us on your journey toward financial clarity and confidence.
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via Ark Royal Wealth Management
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November 18, 2025 at 06:20PM
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