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A $275,000 Portfolio That Pays More Than the Average Social Security Check
Key takeaways
- JPMorgan Equity Premium Income (JEPI) and similar covered-call funds hit that 9% yield today, but distributions stay flat while growth dividends compound over decades.
- If you re focused on picking the right stocks and ETFs you may be missing the bigger picture: retirement income.
- The average retired worker collected roughly $2,071 a month from Social Security in 2026, the result of a 2.8% cost-of-living adjustment announced last October.
A $275,000 Portfolio That Pays More Than the Average Social Security Check Rix Pix Photography / Shutterstock.com Drew Wood Tue, May 26, 2026 at 10:51 PM GMT+7 6 min read JEPI JEPQ SCHD Quick Read A $275,000 portfolio yields 9% to replicate the average $24,852 annual Social Security check—a mathematically achievable but strategically risky target.
JPMorgan Equity Premium Income (JEPI) and similar covered-call funds hit that 9% yield today, but distributions stay flat while growth dividends compound over decades.
If you re focused on picking the right stocks and ETFs you may be missing the bigger picture: retirement income. That is exactly what The Definitive Guide to Retirement Income was created to solve, and it s free today. Read more here
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