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.

Digital inclusion strategies are essential to ensure that digital health technology advances, rather than undermines, health ...

Midstream MLPs offer high single-digit yields with strong defensive characteristics, making them attractive for retirement ...

To Mr. Heakes, the new premium yield ETFs should appeal to a wide range of investors, especially if markets remain highly volatile as that generally increases the tax-efficient premiums earned from ...

Retirees with tax-deferred accounts need to know when to take required minimum distributions (RMDs) and how to calculate the ...

Internal Revenue Code Section 402(f) requires plan administrators to provide certain information to recipients of eligible ...

Targeting the highest-yielding asset classes can leave investors exposed to significant market risk. Here are tips to ...

Advisers and investors are increasingly focused on fixed income solutions that provide both reliable income and portfolio ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

The above funds have adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available monthly, the fund will distribute ...

Many commentators today observe the U.S. economy is increasingly bifurcated, with the rich getting richer while poor and middle-class families are falling farther behind. Some refer to it as a ...