I've Been Buying JEPI & SPYI All Wrong (What Im Doing Now)
๐ฅ๏ธ Register For A Workshop + Free Calculators & Watchlist: ๐ https://onlypeterpru.com/ark-options-workshop?utm_source=pod&utm_id=social
๐จGet Trade Ideas & Market Updates: ๐ https://theweeklywheel.beehiiv.com/
If you are holding high-income ETFs like JEPI and SPYI in the wrong accounts, you are essentially paying a "hidden fee" to the IRS every single year that compounds into thousands of dollars in lost returns. In this video, I break down the mechanical differences between "Ordinary Income" and "Section 1256" tax treatments, and explain exactly where to place each fund to ensure you keep as much of your distributions as possible.
๐จGet Trade Ideas & Market Updates: ๐ https://theweeklywheel.beehiiv.com/
If you are holding high-income ETFs like JEPI and SPYI in the wrong accounts, you are essentially paying a "hidden fee" to the IRS every single year that compounds into thousands of dollars in lost returns. In this video, I break down the mechanical differences between "Ordinary Income" and "Section 1256" tax treatments, and explain exactly where to place each fund to ensure you keep as much of your distributions as possible.
You May Also Like

How to Trade Stocks and Options Podcast with OVTLYR Live
Christopher M. Uhl, CMA

The Wall Street Skinny
Kristen and Jen

The RAG Podcast - Recruitment Agency Growth Podcast
Sean Anderson

One Rental At A Time
Michael Zuber

The HC Commodities Podcast
Paul Chapman, HC Group

John Kitchens Coach Podcast Experience
John Kitchens

Marketplace
Marketplace
Pizza and Property
P&P Media

Bloomberg Talks
Bloomberg

CNBC's "Fast Money"
CNBC
Community discussion