Building a Tax Efficient Income Stream

There’s more to income ETFs than simply showing a high yield number. Advisors also need to consider tax implications and total return potential.

Options-based income strategies have continued to grow in popularity, but not all options are equal. To set clients up for success, it’s important for advisors to understand the nuances in this growing segment of the ETF market.

The Co-Founders at NEOS Investments are pioneers in the options-based ETF space, and they will be leading a free LiveCast educating investors on options-based income ETF strategies and where they may fit in client portfolios.

February 27, 2024
9:30a PT | 12:30p ET
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 What you'll learn:

  • Why tax implications and sustainable total returns matter when evaluating income strategies.
  • An overview of an innovative ETF suite that seeks tax efficient monthly income across core portfolios.
  • How to cut through the noise in the growing options-based ETF space.


Troy Cates

Co-Founder, Managing Partner & Portfolio Manager
NEOS Investments

Garrett Paolella

Co-Founder, Managing Partner & Portfolio Manager
NEOS Investments

Tom Lydon

Vice Chairman

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Important Disclosures

Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus or summary prospectus containing this and other important information, please call (866) 498-5677 or view at https://neosfunds.com. Please read the prospectus carefully before you invest.

Investments involve risk. Principal loss is possible.

NEOS ETFs are distributed by Foreside Fund Services, LLC.