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 ...

You spend decades of your life stashing away money into retirement accounts. But one day, that switch flips, and you go from withholding contributions to withdrawing your hard-earned funds. That day ...

As investors reach the age of retirement after years of diligently investing, many wonder about the rules for retirement account distributions and how much should be withdrawn from these accounts.

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 ...