: NYSE:JEPI

NYSE:JEPI

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$55.71

$0.30 (0.54%)

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All NYSE:JEPI Articles

3 Articles

Marc Guberti | Apr 26, 2026 at 9:18 AM EDT

The After-Tax 401(k) Move That Lets High Earners Shelter Up to $47,500 More Per Year in a Roth Account

A 58-year-old earning $280,000 a year has already maxed their pre-tax 401(k) deferral. What most do not know is…

Marc Guberti | Apr 23, 2026 at 10:18 AM EDT

The 5-Year Roth Conversion Ladder Early Retirees Use to Access Retirement Funds Penalty-Free Before 59 and a Half

You retired at 54 with $1.2 million in a traditional 401(k). Touch it before 59½ and the IRS charges a…

Marc Guberti | Apr 23, 2026 at 8:18 AM EDT

The Year-End Tax Move That Turns Capital Losses in a Brokerage Account Into Tax-Free Roth Dollars

You sold a losing position in March, locked in a real loss, and now you’re sitting on a taxable account…

: NYSE:JEPI

NYSE:JEPI

$55.71

All NYSE:JEPI Articles

The After-Tax 401(k) Move That Lets High Earners Shelter Up to $47,500 More Per Year in a Roth Account

The 5-Year Roth Conversion Ladder Early Retirees Use to Access Retirement Funds Penalty-Free Before 59 and a Half

The Year-End Tax Move That Turns Capital Losses in a Brokerage Account Into Tax-Free Roth Dollars

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Crypto Crash Today: Why Bitcoin, Ethereum, XRP, and Solana Are All Down Double Digits

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Why Affluent Couples Are Draining the Higher-Earning Spouse's 401(k) First to Avoid the Widow's Tax Penalty

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Crypto Crash Today: Why Bitcoin, Ethereum, XRP, and Solana Are All Down Double Digits

: NYSE:JEPI

NYSE:JEPI

$55.71

All NYSE:JEPI Articles

The After-Tax 401(k) Move That Lets High Earners Shelter Up to $47,500 More Per Year in a Roth Account

The 5-Year Roth Conversion Ladder Early Retirees Use to Access Retirement Funds Penalty-Free Before 59 and a Half

The Year-End Tax Move That Turns Capital Losses in a Brokerage Account Into Tax-Free Roth Dollars

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Crypto Crash Today: Why Bitcoin, Ethereum, XRP, and Solana Are All Down Double Digits

Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

Featured Reads

Why Affluent Couples Are Draining the Higher-Earning Spouse's 401(k) First to Avoid the Widow's Tax Penalty

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It