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Dividend Income Calculator

Project your passive dividend income over time. See how DRIP reinvestment, dividend growth, and regular contributions build wealth that pays you.

Current Annual Income
$3,500
Projected Annual (Year 20)
$43,584
Total Dividends Over 20yr
$322,370

Portfolio Details

$1K$1M
0.5%10%
0%15%
$0$5,000

Advanced Options

Dividends are automatically reinvested to purchase more shares.

1 yr50 yrs
0%40%

Current Dividend Income

$3,500.00/year
Based on 3.5% yield on $100,000
Monthly
$291.67
Quarterly
$875.00

Projected Income (Year 20)

Annual Before Tax
$43,584
Annual After Tax (15%)
$37,046
Monthly After Tax
$3,087.18
Portfolio Value
$542,370
After 20 years
Yield on Cost
19.81%
Effective yield on invested capital

Total Dividends Collected

$322,370
Over the full 20-year period (reinvested via DRIP)

Income Growth Insight

  • Your dividend income grows from $3,500.00/yr to $43,584/yr — a 1145% increase.
  • DRIP reinvestment accelerates compounding by purchasing more shares with each dividend payment.
  • At a 5% annual dividend growth rate, your yield on cost rises from 3.5% to 19.81%.

Key Insights

Important concepts for building dividend income

DRIP Compounding Power

Reinvesting dividends through DRIP creates exponential growth. A $100,000 portfolio at 3.5% yield produces $3,500 in year one. With DRIP, by year 20 those reinvested dividends purchase additional shares that generate their own dividends, creating a powerful compounding snowball effect.

Qualified vs Ordinary Dividends

Qualified dividends are taxed at favorable capital gains rates (0%, 15%, or 20%), while ordinary dividends are taxed as regular income. Most dividends from U.S. companies held 60+ days qualify for the lower rate. REITs typically pay ordinary dividends. Understanding this distinction can save thousands in taxes annually.

Dividend Aristocrats

Dividend Aristocrats are S&P 500 companies that have increased dividends for 25+ consecutive years, including Johnson & Johnson, Coca-Cola, and Procter & Gamble. They offer reliability, moderate yield, and consistent growth that historically outpaces inflation.

Frequently Asked Questions

Common questions about dividend investing and passive income

Disclaimer: This calculator is for educational and informational purposes only and does not constitute investment, tax, or financial advice. Actual dividend payments depend on company earnings and board decisions, and can be reduced or eliminated at any time. Past dividend performance does not guarantee future results. Tax rates vary by jurisdiction and individual circumstances. Consult a qualified financial advisor before making investment decisions.

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