OMAH targets a 1.25% monthly (15% annualized) distribution, primarily from option premiums. Learn more about OMAH ETF here.

This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts and beneficiaries while cautioning against its pitfalls.

Digital inclusion strategies are essential to ensure that digital health technology advances, rather than undermines, health ...

To Mr. Heakes, the new premium yield ETFs should appeal to a wide range of investors, especially if markets remain highly volatile as that generally increases the tax-efficient premiums earned from ...

Retirees with tax-deferred accounts need to know when to take required minimum distributions (RMDs) and how to calculate the ...

Learn which professionals are eligible to become mutual fund distributors, insurance brokers, and independent financial ...

We talk to the experts to find out if it is wise having insurance in a financial portfolio and where it may do more harm than ...

Internal Revenue Code Section 402(f) requires plan administrators to provide certain information to recipients of eligible ...

Targeting the highest-yielding asset classes can leave investors exposed to significant market risk. Here are tips to ...

JEPI’s monthly payments fluctuated 66% in 2025 from $0.33 to $0.54 per share. The fund returned 8.56% over the past year versus 17% for the S&P 500. JEPI has never missed a monthly payment since its ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...