Smart investing for debt-burdened professionals.
Dr. Anya Sharma, despite a high AGI of $350K, faces the daunting task of repaying $280,000 in student loans while also funding her retirement and reinvesting in her medical practice. She's hesitant to aggressively invest in riskier assets, but needs to generate more passive income than she currently is getting from savings accounts, but she is concerned about the tax implications.
Using the Dividend Calculator, Dr. Sharma can identify dividend-paying stocks that align with her risk tolerance and generate a predictable income stream. For example, investing $50,000 in a portfolio with an average dividend yield of 3.5% could generate $1,750 annually. The Tax Equivalent Yield calculator will then help her compare the after-tax yield of these dividends versus potentially taxable bonds.
Dr. Sharma inputs potential stock holdings and dividend yields into the Dividend Calculator to project her annual dividend income. She also uses the Tax Equivalent Yield calculator to compare dividend-paying stocks with taxable bonds.
$1,750 in annual dividend income to accelerate student loan repayment.
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