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The Case for Holding SCHD in Your Roth IRA
247Wallst· 2026-06-09 21:55
Quick Read SCHD held in a Roth IRA saves a 24% bracket investor $2,625 annually in taxes on a $500,000 position generating $17,500 in dividends. SCHD's quarterly distribution has more than doubled since 2011 while the share price returned 227% over 10 years, all taxable outside a Roth. Reinvesting that $2,625 annual Roth advantage at SCHD's yield preserves roughly $73,500 over 20 years before counting any price appreciation. The Case for Holding SCHD in Your Roth IRA - 24/7 Wall St. Stock Market Live June 9 ...