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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. How does a trustee decide how and when to make ...

When reading about equities, investors seem to assume that dividends and distributions are alike. In many cases, these can mean the same thing. However, when you look beyond the transfer of cash from ...

IMGCAP(1)]Many Individual Retirement Account holders die without having consumed the account balances; therefore, beneficiaries will be entitled to the balance. Processing Content These distributions ...

There’s a hugely important near-year-end issue that folks at or past retirement age would do well to focus on right now. It is a good time for a couple of reasons: We haven’t yet been swept into the ...

After you reach the age of 70 1/2, the IRS requires you to begin taking minimum distributions from your traditional retirement accounts. The money you contribute to a traditional retirement account is ...

Here's what you should know about the form 1099-DIV, Dividends and Distributions: A form 1099-DIV, Dividends and Distributions, is used to report dividends (including capital gain dividends and exempt ...