Covered call ETFs have moved from a niche income strategy to one of the most discussed categories in retirement investing, and three names keep coming up in the same conversation, and all…
Technically speaking, retirees should be just as comfortable selling shares to fund withdrawals as they are receiving dividends. From a total return perspective, there’s no real difference. For example, selling $10,000 worth…
Three of the most widely held dividend ETFs sit in almost every retirement portfolio conversation, yet most investors who own one have never seriously compared the other two. The Schwab US Dividend…
What’s your plan for retirement? If you haven’t given it much thought yet, it’s worth starting with a simple question: where is your income going to come from? The old model was…
The JPMorgan Equity Premium Income ETF (NYSE:JEPI) has become one of the most popular retirement income funds in the market, and the appeal is easy to understand. An 8.57% yield paid monthly,…
Replacing a paycheck with dividends sounds straightforward until you run the actual numbers and learn a simple truth. The reality is that the formula here to make things work is actually pretty…
It can be an appealing idea to replace your paycheck with passive income. While it sounds exciting on the surface, it is a slightly complicated task. You'll have to work backwards and…
I’m a total return guy. All I really care about is after-tax performance with distributions reinvested. I couldn’t care less about how much yield an ETF throws off. Even in retirement, I’d…
The JPMorgan Equity Premium ETF (NYSE:JEPI) did not become the most widely covered call ETF by accident. The combination of JPMorgan’s active management, an 8.57% monthly yield, and a broad S&P 500…
A hospital-employed physician at 58 with $2 million in a 401(k) and a $150,000-per-year pension faces a retirement tax problem most planning guides miss. The pension creates a permanent income floor that…
Two covered call ETFs can sell options against equity positions and arrive at completely different outcomes depending on what stocks they own, how much of the portfolio they cover, and whether their…
A couple retires at 62 with a $1.5 million traditional 401(k), $400,000 in taxable accounts, and $200,000 in a Roth IRA. They feel set. Then they run the numbers at age 73…
Covered call ETFs took less than two years to start dominating headlines due to the prolonged tech rally. ETFs like the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), JPMorgan Nasdaq Equity Premium Income…
If you’re an income investor like me, you’ll always be on the lookout for ways to make your money work for you. Every time I make an investment, I hope to see…
Most income investors who discovered covered call ETFs found JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) first. It pays monthly, yields around 8%, and carries JPMorgan’s name. The problem is that JEPI’s structure…
