Free workshop
The SnowX Income™ Workshop.
Seven short modules, about 42 minutes in all, that walk you through how SnowX Income builds a monthly paycheck. Go at your own pace. Each module ends with a quick three-question check.
- 01Your Freedom NumberThe simple math behind how large an income portfolio needs to be to cover your spending, and the assumptions that change the answer.
- 02Income ETFs, explained in plain EnglishWhat an income ETF is, how covered-call funds turn market movement into monthly cash, and what you give up in exchange.
- 03Distribution rate vs total returnWhy a big payout can hide a shrinking investment, and the one comparison to make before trusting any yield.
- 04Why 10 to 15 uncorrelated income streamsWhat correlation means, why many independent sources of income steady a portfolio, and where diversification stops helping.
- 05How a fund earns its placeThe seven tests a fund has to pass before it becomes one of your income streams, and why each one matters.
- 06How income ETF distributions are taxedOrdinary dividends, qualified dividends, capital gains, return of capital and Section 1256 treatment, and which accounts change the picture.
- 07Return of capital and cost basisHow return of capital defers tax by lowering your cost basis, what happens when basis hits zero, and how a planned reset works.
- →Find your Freedom NumberPut what you learned to work: see what portfolio size your monthly spending would require, with every assumption in plain view.