The above funds have adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available monthly, the fund will distribute ...
Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) offers a 4.5% yield through investment-grade bonds. With $8.6 billion in ...
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JEPI’s 8.21% Monthly Income Sounds Great Until You See These Distribution Swings
JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has become a retiree favorite with its 8.21% yield and monthly ...
Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...
BlackRock Science and Technology Trust currently trades at a -5.98% discount to NAV and offers a 7.37% yield. Learn more ...
The Principal Real Estate Income Fund (NYSE:PGZ) announces the sources of a distribution paid on September 30, 2025 of $0.1050 per share to shareholders of record at the close of business on September ...
The State and Local Tax (SALT) deduction has long been a point of contention in U.S. tax policy. Initially uncapped, the 2017 Tax Cuts and Jobs Act (TCJA) imposed a $10,000 limit, affecting taxpayers ...
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