QQQI's 14% Yield Loses Its Only Tax Break Inside an IRA: Every Dollar Comes Out as Ordinary Income

QQQI's headline yield and tax-friendly distributions have attracted billions in retirement account money, but the IRA wrapper quietly cancels the very feature investors pay a premium to access.

24/7 Wall Street • Sep 10, 2026

These 3 Monthly Payers Can Turn $750,000 Into More Than $70,000 a Year Without Touching Principal

A 10-year Treasury won't get a $750,000 portfolio to $70,000 a year in income, but three monthly-paying ETFs with very different personalities just might, and the way they fit together is not obvious.

24/7 Wall Street • Sep 10, 2026

JEPQ Just Paid Its Biggest Distribution of 2026. JEPI's Is Shrinking.

JEPI and JEPQ both write calls for monthly income, but their 2026 payouts have drifted so far apart that retirees holding the wrong one are leaving serious cash on the table, and the reason comes down to one structural difference

24/7 Wall Street • Sep 8, 2026

4 Monthly Dividend ETFs Paying 11 to 14 Percent to Start 2027

Four monthly ETFs are clearing 11% yields to start 2027, but the engines manufacturing that income are wildly different, and picking the wrong one for your situation could leave you trading principal for paychecks.

24/7 Wall Street • Sep 7, 2026

JEPQ Holders Trailed the Nasdaq-100 Over the Past Year While Chasing a Monthly Check

JEPQ deposits a monthly check into your account like clockwork, but the covered-call strategy powering those payments quietly changes the math on what you actually keep versus what the Nasdaq-100 would have handed you.

24/7 Wall Street • Sep 4, 2026

Forget JEPQ: The Company Behind QQQ Runs Its Own Nasdaq Income Fund

Most Nasdaq income investors default to JEPQ without realizing the company behind QQQ quietly launched its own monthly income fund built on the same index, and the differences between them matter more than the ticker names suggest.

24/7 Wall Street • Sep 4, 2026

My Income Portfolio: The Knight's Move

Inspired by the horse race in the 2026 Palio di Siena, I made a financial move that I hope will be just as clever as the knight's move in chess. I decided to close out two positions in my Cupolone portfolio that I wasn't entirely convinced about, raising cash to reinvest when the opportunity arises. The purpose of this move is to use this liquidity in securities with better overall NAV performance and a greater likelihood of long-term success.

Seeking Alpha • Sep 3, 2026

How a 70-Year-Old's $6,980 Monthly Check From SCHD, JEPQ, and QQQI Gets Taxed Three Different Ways

Three popular income ETFs can deposit identical-looking checks while the IRS quietly applies three separate tax treatments, and the wrong account placement can cost a retiree thousands before a single share is sold.

24/7 Wall Street • Sep 2, 2026

Fidelity Now Charges $100 to Buy These ETFs. Here's the List and the Free Alternatives

Fidelity quietly added a fee that can cost up to $100 every time you buy certain popular ETFs, and some of the biggest names on the list might already be sitting in your portfolio.

24/7 Wall Street • Aug 31, 2026

2 Covered Call ETFs That Deserve More Attention Now

The 2018–2020 yield desert marked an inflection point for covered call ETFs. Starting from the inception of JEPI, many names have emerged that have been widely adopted by income-oriented investors. However, apart from "7-10" flagship names, other instruments haven't managed to attract significant AuM figures.

Seeking Alpha • Aug 30, 2026