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  1. H

    When do taxable investments make sense?

    @deltamagna77 I do both. A portion of it is invested in stocks. Of course I reinvest the dividends there. The other portion is in JEPQ and some bonds. That is what I use that to pay a bill or two. Honestly I would be all stocks and just sell covered calls for the monthly income. But the...
  2. H

    When do taxable investments make sense?

    @takeonme One big reason is that your cash is not locked up until you are old and you have complete freedom to pick what you invest in. I am now building a portfolio in a taxable account. It has gotten just biig enough to where I supplement my income by using the interest earned monthly to pay...
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