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June 1, 2019
Question

Are the dividends from my retirement fund tax exempt?

  • June 1, 2019
  • 1 reply
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1 reply

Employee
June 1, 2019

Yes, as long as they stay in your retirement fund.

Retirement money can be invested in a variety of investments and grow from interest, dividends, and capital gains.

When the money is withdrawn it doesn't matter what it was in the retirement account it comes out as "ordinary income" and will be taxed accordingly.