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Building $94,800 annually from six holdings requires somewhere between $1.5M and $1.7M and disciplined account placement to stay below Medicare's IRMAA surcharge threshold.
Qualified dividends still count fully toward MAGI despite favorable tax rates, and account location rather than investment selection determines whether surcharges apply.
ARCC and SGOV belong in tax-advantaged accounts first, while QQQI's return-of-capital treatment makes it uniquely suited for taxable accounts.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
