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EPS 23 - Dividend Dates Demystified: Ex-Date vs Record Date Made Simple
Manage episode 364725479 series 3307548
In this episode of the Pink Money Podcast, Jerry unpacks the confusing world of “X-date.” While the media ties the term to debt ceiling debates, in the investing world it means something very different. Jerry explains the record date, declaration date, and ex-dividend date for mutual funds—what they mean for payouts, taxes, and your portfolio. Using simple examples, he breaks down how dividends and capital gains affect share prices, when it makes sense to buy, and why chasing distributions isn’t always the best move. Plus, he touches on tax considerations and smart planning tips so you can avoid costly mistakes and invest with confidence.
💬 Have a question or comment? Contact Jerry here
43 episodes
Manage episode 364725479 series 3307548
In this episode of the Pink Money Podcast, Jerry unpacks the confusing world of “X-date.” While the media ties the term to debt ceiling debates, in the investing world it means something very different. Jerry explains the record date, declaration date, and ex-dividend date for mutual funds—what they mean for payouts, taxes, and your portfolio. Using simple examples, he breaks down how dividends and capital gains affect share prices, when it makes sense to buy, and why chasing distributions isn’t always the best move. Plus, he touches on tax considerations and smart planning tips so you can avoid costly mistakes and invest with confidence.
💬 Have a question or comment? Contact Jerry here
43 episodes
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