BUYING & HOLDING NEW High Income ETF! (DUMPING QQQI & JEPQ)
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If you are holding $JEPQ in a taxable account, you are likely handing a massive portion of your monthly income right back to the government due to a rigid structural flaw in how the fund is built. In this video, I break down JPMorgan’s brand new fund, ROCQ, which is designed to fix the $JEPQ tax trap by using flexible call spreads to defer your tax bill.
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