Revenue Ruling 2025‑15 (available here) provides guidance on withholding and reporting obligations when a plan participant or ...

Lazard Global Total Return and Income Fund, Inc. (the "Fund") (NYSE:LGI) is confirming today, pursuant to its Managed Distribution Policy, as previously authorized by its Board of Directors, a monthly ...

A recent IRS ruling shows how a simple titling error led to unintended Roth conversions—and how reviewing Form 5498 could ...

The IRS has released Revenue Ruling 2025-15, which clarifies the federal tax withholding and reporting responsibilities of retirement ...

First Trust High Yield Opportunities 2027 Term Fund (the "Fund") (NYSE: FTHY) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.125 per share payable on ...

The guidance aims to standardize treatment and improve compliance regarding retirement distributions that are not immediately cashed by recipients.

First Trust Intermediate Duration Preferred & Income Fund (the "Fund") (NYSE: FPF) has declared the Fund's regularly scheduled monthly common share distribution in the amount of $0.1375 per share ...

The IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15.

First Trust Mortgage Income Fund (the "Fund") (NYSE: FMY) has declared the Fund's regularly scheduled monthly common share distribution in the amount of $0.07 per share payable on August 15, 2025, to ...

GraniteShares today announced the weekly distributions for its GraniteShares YieldBOOST ETFs: NVYY, TQQY, TSYY, XBTY, and YSPY, as shown in the table below.

Having a bunch of retirement accounts can cause unnecessary complications. Consolidation can make it easier to manage your ...

The dividend is satisfactory, at 7.8% ($3.84 quarterly distributed), while for tax reasons it is practically a one-way option ...