u/Athanos-Kerensky

I initially bought into JPEQ a couple years ago, I’ve got about 100 shares now bringing in 1 share a month from drip. I was in the 12% tax bracket until recently so it made sense, but now I’ve jumped into the 22% range and I guess I should move it into an IRA? I’m 36 now (I know I started late) and planning to retire abroad on my boat (paid off) by age 50 and no later, so Roth doesn’t really appeal to me at age 60. I already have permanent passive income, about $3k/mo. Should I keep pumping into JPEQ (now approx $1k/mo) or put that towards a new qualified dividend fund? Does putting JPEQ into an IRA have any benefit or do I keep it in my traditional brokerage account? Thank you for your advice.