The Impact of Dividends on Covered Calls

Learn how dividends impact options and some important considerations for investors using covered call strategies.

Financial Advisor Symposium: Choosing Which Retirement Account to Tap First

Choosing Which Retirement Account to Tap First 2nd Annual Financial Advisor Symposium – Las Vegas, NV Saturday, April 28, 2006 David Carter, President, Carter Asset Management, Inc. There is NO one formula that fits everyone’s solution. Some Deciding Factors in Choosing Which To Tap First – Qualified accounts and tax sheltered annuities will be taxed as ordinary income – Dividends …