This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts and beneficiaries while cautioning against its pitfalls.

Rotational fixed-income ETFs convert taxable distributions into deferred capital gains, boosting after-tax returns by 90 ...

The number depends on a handful of factors, the most important of which is your age.

THE IRS SAYS DISTRIBUTIONS of customer-based intangibles to shareholders are taxable. When a firm or corporation distributes to its shareholders all of its assets, both tangible and intangible, and ...