: NYSE:JEPI

NYSE:JEPI

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$56.82

$0.32 (0.56%)

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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 that…

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

$56.82

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

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

Semiconductor ETF SOXX Delivers 50% YTD—Reddit Retail Cautious Despite Record-Breaking Run

Fed’s Rate Freeze Could Sting for Social Security Recipients

'Convert $100,000 a Year to Get Them to the Top of the 22%': The Roth Plan for a Couple With $2.3M in 401(k)s

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

: NYSE:JEPI

NYSE:JEPI

$56.82

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

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

Semiconductor ETF SOXX Delivers 50% YTD—Reddit Retail Cautious Despite Record-Breaking Run

Featured Reads

Fed’s Rate Freeze Could Sting for Social Security Recipients

'Convert $100,000 a Year to Get Them to the Top of the 22%': The Roth Plan for a Couple With $2.3M in 401(k)s