If mutual funds sold securities and realized gains, those gains need to be distributed to shareholders of record. Those distributions usually occur in November and December. It’s hard to estimate how ...

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 ...

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 ...

Understanding the nature and timing of distributions is crucial for investors in private equity and private credit. These distributions represent the returns and profits to investors. While both ...

Required Minimum Distributions are mandatory annual withdrawals from certain retirement accounts, enforced by the federal government once you reach a specific age. These withdrawals apply to ...

A retirement plan distribution occurs when you withdraw money from the plan. There are several different types of distributions, including early distributions, rollover distributions and Required ...

Isaac Newton was not known for his generosity of spirit, and his disdain for his rivals was legendary. But in one letter to his competitor Gottfried Leibniz, now known as the Epistola Posterior, ...

The answer can be more complicated than you might think. Jason Hall: Long Hold and Prosper, I'll grab this one real quick. Are REIT dividends classified as qualified for tax purposes? No. Matt Frankel ...

Can you give money to charity using your IRA? For individuals 70 1/2 or older - the answer is usually yes. What many retirees don't know is they can donate all, or a portion of, their required minimum ...