Story thread · 2 reports / 2 sources
Four Funds That Pay 8–14% and Send You a 1099 That Says Mostly ‘Return of Capital’
247wallst.com · 1d · first report
How the coverage leans
Across 2 sources · syndicated copies counted once
JEPI and JEPQ bury a line in your 1099 that costs top-bracket investors far more than the yield is worth. A newer class of options-overlay funds is engineered to send that same income through a very different tax door.
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