JPMorgan Equity Premium Income : JEPI

All JPMorgan Equity Premium Income Articles

270 Articles

Joel South | May 22, 2026 at 12:40 PM EDT

The Tax Math That Makes These Dividend Stocks Worth $10,080 More Per Year

At the 24% federal bracket, a portfolio throwing off $42,000 in dividend income hands roughly $10,080 to the IRS every…

Drew Wood | May 22, 2026 at 11:27 AM EDT

How a 56-Year-Old Built a $1.4 Million Bridge Portfolio That Pays $7,200 a Month Through Year 10 of Retirement

Retiring at 56 with eleven years to bridge before Social Security begins at 67 creates one of the hardest funding…

David Beren | May 22, 2026 at 11:17 AM EDT

Forget JEPI: This Amplify Fund Yields 5 Percent With Less NAV Erosion And Owns Quality Dividend Aristocrats

Retirees chasing the headline yield on covered-call ETFs often ignore what happens to their principal. That distinction is where the…

Drew Wood | May 22, 2026 at 9:02 AM EDT

Three Bond ETFs and Three High-Yield Equity ETFs: How $740,000 Pays $44,000 a Year Without Sector Drama

A 71-year-old retiree with $740,000 in investable assets who needs $44,000 a year in portfolio income has one number that…

Joel South | May 22, 2026 at 7:36 AM EDT

The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You

Replacing a real paycheck with dividends is the cleanest version of financial independence. The income target here is $65,000 per…

David Beren | May 21, 2026 at 4:59 PM EDT

DIVO’s 5% Yield Is Impressive, But Its Tactical Covered Call Strategy Costs You 30% of Big Up Months

Retirees who want a monthly income without the wild ride of high-yield specialty funds often land on the Amplify CWP…

Drew Wood | May 21, 2026 at 6:59 AM EDT

A Monthly Dividend Portfolio That Pays Like a Pension and Beats Most Pensions on Inflation Protection

A traditional defined-benefit pension paying $5,500 per month, or $66,000 annually, provides a useful retirement-income benchmark. That level of income…

Drew Wood | May 21, 2026 at 5:52 AM EDT

A $2.2 Million Dividend Portfolio That Quietly Pays $13,200 a Month Without a Single MLP Tax Headache

A 67-year-old couple filing jointly with $2.2 million in investable assets wants to generate $13,200 per month, or $158,400 annually,…

David Beren | May 20, 2026 at 2:53 PM EDT

JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more…

Drew Wood | May 20, 2026 at 5:53 AM EDT

How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?

Replacing a $75,000 salary with dividend income means generating $6,250 per month without selling shares. The math is straightforward: divide…

David Beren | May 19, 2026 at 5:40 PM EDT

Most Retirees Overlook AMLP, the $13 Billion Energy ETF Yielding 7 Percent

The Alerian MLP ETF (NYSEARCA:AMLP) is the kind of income vehicle that gets ignored at retirement planning meetings, even though…

John Seetoo | May 18, 2026 at 12:13 PM EDT

Bonds Used to Be the Income Answer for Retirees. Then Came the Covered-Call ETF That Pays Over 7%.

In 2020, the global economy descended into recession during the Covid-19 pandemic. Central banks around the world enacted an across…

David Beren | May 14, 2026 at 8:30 AM EDT

A $750,000 Portfolio. A 5% Blended Yield. A $37,500-a-Year Paycheck Most Retirees Build by Accident.

Most retirees who end up with a workable income portfolio did not engineer it from scratch. They accumulated positions over…

Eric Bleeker | May 13, 2026 at 4:26 PM EDT

Top Strategist at $1.8 Trillion Fund Warns The World’s Favorite Retirement Investment “Won’t Do A Thing” Against Inflation

Sébastien Page, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, used a CNBC appearance this week…

Jeremy Phillips | May 13, 2026 at 4:11 AM EDT

That 8% Yield on JEPI Is Actually 5.5% After Taxes: Here’s Why High Earners Should Know the Difference

On a recent episode of the Rich Habits Podcast titled “169: Our Favorite Passive Income Strategy (2026),” co-host Austin laid…

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JPMorgan Equity Premium Income : JEPI

All JPMorgan Equity Premium Income Articles

The Tax Math That Makes These Dividend Stocks Worth $10,080 More Per Year

How a 56-Year-Old Built a $1.4 Million Bridge Portfolio That Pays $7,200 a Month Through Year 10 of Retirement

Forget JEPI: This Amplify Fund Yields 5 Percent With Less NAV Erosion And Owns Quality Dividend Aristocrats

Three Bond ETFs and Three High-Yield Equity ETFs: How $740,000 Pays $44,000 a Year Without Sector Drama

The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You

DIVO’s 5% Yield Is Impressive, But Its Tactical Covered Call Strategy Costs You 30% of Big Up Months

A Monthly Dividend Portfolio That Pays Like a Pension and Beats Most Pensions on Inflation Protection

A $2.2 Million Dividend Portfolio That Quietly Pays $13,200 a Month Without a Single MLP Tax Headache

JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?

Most Retirees Overlook AMLP, the $13 Billion Energy ETF Yielding 7 Percent

Bonds Used to Be the Income Answer for Retirees. Then Came the Covered-Call ETF That Pays Over 7%.

A $750,000 Portfolio. A 5% Blended Yield. A $37,500-a-Year Paycheck Most Retirees Build by Accident.

Top Strategist at $1.8 Trillion Fund Warns The World’s Favorite Retirement Investment “Won’t Do A Thing” Against Inflation

That 8% Yield on JEPI Is Actually 5.5% After Taxes: Here’s Why High Earners Should Know the Difference

57% Say They Haven’t Saved Enough, and the Data Confirms It

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

57% Say They Haven't Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

57% Say They Haven’t Saved Enough, and the Data Confirms It

Warren Buffett: “People Still Don’t Want to Think It Will Work”

JPMorgan Equity Premium Income : JEPI

All JPMorgan Equity Premium Income Articles

The Tax Math That Makes These Dividend Stocks Worth $10,080 More Per Year

How a 56-Year-Old Built a $1.4 Million Bridge Portfolio That Pays $7,200 a Month Through Year 10 of Retirement

Forget JEPI: This Amplify Fund Yields 5 Percent With Less NAV Erosion And Owns Quality Dividend Aristocrats

Three Bond ETFs and Three High-Yield Equity ETFs: How $740,000 Pays $44,000 a Year Without Sector Drama

The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You

DIVO’s 5% Yield Is Impressive, But Its Tactical Covered Call Strategy Costs You 30% of Big Up Months

A Monthly Dividend Portfolio That Pays Like a Pension and Beats Most Pensions on Inflation Protection

A $2.2 Million Dividend Portfolio That Quietly Pays $13,200 a Month Without a Single MLP Tax Headache

JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?

Most Retirees Overlook AMLP, the $13 Billion Energy ETF Yielding 7 Percent

Bonds Used to Be the Income Answer for Retirees. Then Came the Covered-Call ETF That Pays Over 7%.

A $750,000 Portfolio. A 5% Blended Yield. A $37,500-a-Year Paycheck Most Retirees Build by Accident.

Top Strategist at $1.8 Trillion Fund Warns The World’s Favorite Retirement Investment “Won’t Do A Thing” Against Inflation

That 8% Yield on JEPI Is Actually 5.5% After Taxes: Here’s Why High Earners Should Know the Difference

57% Say They Haven’t Saved Enough, and the Data Confirms It

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

Featured Reads

57% Say They Haven't Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again