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 ...

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 ...

Tax distributions provide a means for partners to pay the tax liabilities resulting from allocations of partnership income. Often partnership arrangements are very complex and correspondingly have ...

If a fund has a gain in a security and then sells that security, it must distribute those capital gains to shareholders on record within its fiscal year. Even if you reinvest that distribution back ...

Benjamin Franklin was famous for many things, including the quote about only two certainties in life: “death and taxes.” A strong retirement plan should optimize for tax savings as it reviews assets ...

The common stock distribution with a record date of December 30, 2022, paid on January 13, 2023, is a split-year distribution with $0.005010 considered a distribution made in 2023 for federal income ...

From RMDs to Medicare surcharges, these common retirement tax traps could quietly raise your bill in 2026 if you don't plan ...

Pioneer Municipal High Income Advantage Fund focuses on municipal bond exposure, with a lower quality tilt. Saba Capital Management has continued holding a sizable stake in this fund, along with ...

The transition to retirement — going from a steady paycheck to living on a fixed income or pension — can be difficult to navigate. In addition — with inflation, tariffs and potentially soaring rates — ...

A controversial bill that could drastically change how sales taxes are distributed to schools in Alabama made its way out of a Senate committee on Tuesday. The vote had opposition. The measure, SB270, ...

I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher tax rates in retirement due to the new RMD age. I have been under the ...