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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chriscrna who wrote (11433)11/18/2024 10:07:50 AM
From: Das Kapital3 Recommendations

Recommended By
Markbn
misscbd
peterad

   of 21933
 
I like and own two of the listed funds: JEPI and JEPQ. I strongly recommend holding these funds in a tax-deferred account since JEPI/JEPQ distributions are treated for tax purposes as ordinary income. By initiating these positions now, 10 years before you need any money, and by setting up automatic reinvestment of monthly dividends, you'll ensure a nice income stream in the future. Also, you will likely see capital appreciation of your investments.
Best of luck, and happy investing!
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