James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

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 ...

Closed-end funds like ECC and OXLC are holding CLOs that pay big distributions, not necessarily all from income. CLO investors must learn to read the financial statements given to them by management.

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 ...