When an employer (or the proper withholding agent, like a plan administrator) issues a retirement benefit, there is generally ...

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 ...

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

Last week, the IRS issued guidance on withholding and reporting issues related to uncashed retirement plan distribution ...

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 ...

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 ...

IRS Tax Attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC with Opem Tax Advocates joins the program to ...

Form 1099-MISC (for payments not covered by other 1099 forms), and Form 1099-NEC (for nonemployee compensation) have been ...

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.

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

If you haven't filed your 2024 tax return yet, don't panic. Although the deadline for extended returns is October 15th, you can download all your W-2s, 1099s and other tax document information on a ...