Understanding how distributions from defined contribution plans are taxed is essential for participants planning their retirement income strategy. Depending on whether assets are held in a traditional ...

Understanding how ETF distributions are categorized can alleviate a lot of hassle and potential headaches come tax season. ETF distributions are varied, as are their tax treatments, and there are ...

CLM has an automatic dividend reinvestment plan (DRIP) if a shareholder does not want cash. Here, monthly distributions are ...

The year is already off to a turbulent start with a higher-than-expected January CPI print casting doubt on rate cut timing. With several macro risks looming over markets and investors, optimizing ...

Dec. 19, 2023 4:51 AM ETOxford Lane Capital Corporation (OXLC) ...

Private foundations contribute a staggering $105.21 billion to public charities annually, representing $1 out of every $5 donated. Internal Revenue Code Section 4942 requires private nonoperating PFs ...

In the past, inheriting an individual retirement account from a parent was relatively straightforward, allowing beneficiaries to stretch withdrawals over their life expectancy. However, recent changes ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Is there such a thing as a can’t-lose proposition in the ...