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PEY Dividend Yield data by YCharts. This ETF's expense ratio is 0.53%, a little higher than I generally like. However, it has averaged a 9.5% annualized return (pre-tax) over the past decade ...
The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is one of the most well-known income-generating ETFs due to its 7.33% yield over the past 12 months. The fund has a 0.35% expense ratio and ...
For example, if you have a $300,000 nest egg that’s 100% in stocks, converting even 50% of that portfolio into CDs, bonds or other income-generating investments may boost your income by $7,500 ...
The tax benefits are another big reason these have appeal for retirees. Index-fund portfolios (especially ETF portfolios) tend to have low tax costs, especially on the stock side, Benz said.
Take a look at GOBankingRates’ best high-yield savings accounts of 2025 to get started. ... For example, Adobe Stock pays 33% ... 5 Passive Income Streams for Retirees To Build Wealth in 2025.
Only eight states tax Social Security benefits, but even if you live in one of the 42 states that don’t tax your benefits, you still have to pay federal taxes on your Social Security payouts.
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