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Holding Southern Company and Consolidated Edison in Roth IRAs avoids annual dividend taxes, boosting long-term returns.

Market News
13 Sep 2026
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Bullish
Holding Southern Company and Consolidated Edison in Roth IRAs avoids annual dividend taxes, boosting long-term returns.

Southern Company and Consolidated Edison pay qualified utility dividends that are taxed annually in taxable accounts but not in Roth IRAs. This tax advantage means dividends reinvested in Roth accounts compound without federal tax drag, significantly benefiting long-term investors in the 15% or 20% qualified dividend tax brackets. Both utilities offer steady dividend growth and predictable income, making them ideal for tax-advantaged retirement accounts. Investors should consider Roth conversions for these stocks to maximize after-tax returns over decades.

More News (SO)

Southern Company clarified no link to Mexican silver project; HSBC starts coverage with Buy rating.

Southern Company clarified no link to Mexican silver project; HSBC starts coverage with Buy rating.

Southern Company, an electric and gas utility, clarified it has no connection to a Mexican silver mining project, dispelling recent rumors. HSBC initiated coverage of Southern Company with a Buy rating, with shares trading at $90.39 at the time. The ...

Analyst Insights
Bullish
1 day ago
Southern Company’s dividend remains safe despite heavy spending on data centers raising debt and share sales.

Southern Company’s dividend remains safe despite heavy spending on data centers raising debt and share sales.

Southern Company has increased its dividend annually since 2002, with a recent 2.7% raise to $0.76 per quarter. The company supports its dividend through rising regulated earnings, largely driven by data center growth, but is funding a multi-billion ...

Market News
Neutral
1 day ago
Analyst lowers Southern Company price target to $84 despite strong share gains and solid dividend outlook

Analyst lowers Southern Company price target to $84 despite strong share gains and solid dividend outlook

Morgan Stanley analyst David Arcaro lowered the price target for Southern Company to $84 from $85, even as the stock outperformed the Utilities sector with a 6.62% gain over the past month. Southern Company expects strong financial results with proje...

Analyst Insights
Neutral
2 days ago
Southern Company declares 76-cent quarterly dividend, continuing 79-year streak of increases.

Southern Company declares 76-cent quarterly dividend, continuing 79-year streak of increases.

Southern Company announced a quarterly dividend of 76 cents per share, payable on December 7, 2026, to shareholders of record as of November 16, 2026. This marks the 79th consecutive year the company has paid a dividend that is equal to or greater th...

Company Fundamentals
Bullish
3 days ago
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