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

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 ...

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 ...

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 ...

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 ...

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 ...

A complex situation recently emerged involving an inherited 401(k) plan worth $300,000. This case highlights the challenges beneficiaries face when managing retirement accounts left by deceased family ...

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 ...