Master Income Investing in Just 6 Weeks

Dear Investor,

Most investors have no idea whether their portfolio can actually support the lifestyle they expect in retirement.

They know what their accounts are worth, but not how much sustainable income they can realistically generate, the risks that could derail it, or whether their current strategy would survive another major downturn, inflation spike or tax change.

That’s why we want to personally invite you to our comprehensive six-week Income Investing Seminar for only $199, designed to help individual investors like you generate reliable retirement income through smarter dividend, bond, allocation and tax strategies.

This isn’t passive learning. When you join our interactive sessions, you ask and we answer, live. No waiting, no guesswork … just honest, practical guidance for the questions that keep you up at night.

Because your portfolio deserves more than the generic advice other courses may offer — it deserves a real conversation rooted in evidence and data.

 AAII’s New Master Class Starts Thursday, June 4!

Here’s what you can expect from each weekly session, presented live and recorded for 24/7 on-demand reference: 

 Session 1: Building an Income Portfolio

The series kicks off by answering one very important question: Do I have the right foundation?

We’ll determine how much income your portfolio actually needs to generate, whether your current allocation can realistically support it, and where hidden risks like inflation, poor diversification and yield chasing may be putting your retirement at risk.

You’ll learn a practical framework for structuring income, stability and growth assets together. Plus, you’ll receive worksheets, a portfolio yield calculator and planning tools that you can immediately apply to your own retirement strategy.

Session 2: Dividend Investing

Session 2 will focus in on building income from the stocks you already own. We will explore what separates strong, sustainable dividend stocks from risky high-yield traps. You’ll learn how to evaluate dividend safety, growth potential and bear-market resilience, while understanding how dividend investing fits into a long-term total return and retirement income strategy. 

Session 3: Bonds & Bond ETFs

In session 3, I will break down how bonds and bond exchange-traded funds (ETFs) actually work, why many investors misunderstand their risks, and how to use them more strategically in retirement. 

You’ll learn how to evaluate bond yields, duration, bond ETFs vs. individual bonds, laddering strategies and defensive portfolio positioning in different interest-rate and inflation environments.

Session 4: Cash Plus Income Diversifiers 

In session 4, we’ll take time to explore the hidden trade-offs behind real estate investment trusts (REITs), cash reserves, preferred stocks, master limited partnerships (MLPs) and annuities — including where these investments work, where they break down and how they fit into a retirement income portfolio.  

You’ll learn how to evaluate diversification, yield, tax treatment and hidden risks so you can avoid chasing income in the wrong places.

Session 5: Taxes on Investment Income 

We spent a lot of time during our Tax Seminar on tax rules and tax-efficient planning, so we decided to include some more advanced strategies specifically geared toward investment income. 

In our final learning session, you’ll be surprised to discover how taxes quietly impact retirement income and why two investors with similar portfolios can end up with very different aftertax outcomes. You’ll explore practical strategies for managing the Medicare IRMAA surcharge, Roth conversions, asset location, dividend and bond taxation, as well as ways to reduce unnecessary tax drag across your portfolio. 

Session 6: Live Q&A and Wrap-Up 

In this final session, I will wrap up the AAII Income Investing Seminar by reviewing the key takeaways from the series. Bring your unanswered questions and join the interactive discussion where your specific concerns can be addressed. 

 A Smarter Retirement Income Master Class

6 Weeks • Starts June 4, 2026 • $199 Special Charter Rate

This six-week, live master class is built around one central goal: creating a retirement income portfolio that can realistically support your lifestyle through inflation, market downturns and changing income needs over time. 

We want investors to walk away with knowing how to evaluate every income source through a practical stress-test framework, structure portfolios around both required and discretionary spending, and think beyond simple yield chasing by focusing on total return, long-term durability and tax efficiency. 

For just $199, you’ll receive a comprehensive package of materials and content, delivered through engaging one-hour sessions each week that support your education. 

Plus, we’ve put together tangible resources and downloadable materials that you can reference even after the six-week seminar concludes. 

Whether you join us live or not, you won’t miss a thing. You’ll receive unlimited, lifetime access to all the recordings, so you can learn at your own pace, on your own schedule. 

Educational Materials

• Income gap worksheet to calculate required vs. discretionary retirement spending
• Portfolio yield calculator to evaluate whether your investments generate enough income
• Dividend stock evaluation checklist to help identify sustainable dividend payers
• Bond ladder template and tax-equivalent yield calculator for fixed-income planning
• Medicare IRMAA tax bracket table and asset location quick reference guide for tax-efficient investing
• Complete comparison tables, checklists and planning guides covering REITs, preferred stocks, MLPs, annuities and other income assets

What’s Included With Your Purchase 

• Six live weekly sessions, available on demand immediately after each session concludes 

• Expert guidance from AAII 

• Clear strategies for how to build and generate reliable income in retirement 

• Lifetime access to seminar recordings 

• Live Q&A and downloadable resources 

• Limited enrollment for a more personalized experience 

If you want a thorough, research-based approach to long-term income investing without hype or pressure, this seminar is for you.

This isn’t a beginner-level course. We’re intentionally skipping the basics because the strategies investors truly need are far more advanced and specific.

 Limited-Time Charter Rate Expires Soon!

For just $199, you’ll get full access to the complete six-week AAII Income Investing Seminar designed to help you make smarter, more confident decisions about your financial future. 

This limited-time charter rate is only available until May 28, 2026, at midnight Central Time. We’ve chosen to limit enrollment initially to keep the experience personal and interactive. 

 Warmly,

Charles Rotblut, CFA 
Vice President & AAII Journal Editor, AAII 

Disclaimer: This seminar provides educational information about income investing including tax planning strategies. It does not constitute personalized tax and retirement income advice. Consult a qualified professional for guidance specific to your situation.