business
A $500,000 VNQ Position in Roth Portfolio Pays $14,250 a Year and the IRS Gets None of It
Key takeaways
- A $500,000 VNQ Position in Roth Portfolio Pays $14,250 a Year and the IRS Gets None of It 24/7 Wall St.
- Suze Orman recommends placing REITs inside Roth IRAs, where a $500K VNQ position avoids roughly $90,000 in cumulative taxes over 20 years.
- At the 37% bracket, every $1,000 of VNQ distributions costs $370 in annual federal tax outside a Roth, making account placement critical for high earners.
A $500,000 VNQ Position in Roth Portfolio Pays $14,250 a Year and the IRS Gets None of It 24/7 Wall St. Trey Thoelcke Mon, June 8, 2026 at 6:35 PM GMT+7 5 min read VGSIX VGSLX VGSNX VNQ Quick Read VNQ distributions are taxed as ordinary income, costing a 24% bracket investor $3,420 annually on a $500,000 position held in a taxable account.
Suze Orman recommends placing REITs inside Roth IRAs, where a $500K VNQ position avoids roughly $90,000 in cumulative taxes over 20 years.
At the 37% bracket, every $1,000 of VNQ distributions costs $370 in annual federal tax outside a Roth, making account placement critical for high earners.
Article preview — originally published by Yahoo Finance. Full story at the source.
Read full story on Yahoo Finance →
More top stories
Aggregated and edited by the Scoop newsroom. We surface news from Yahoo Finance alongside other reporting so you can compare coverage in one place.
Editorial policy · Corrections · About Scoop