How are mutual fund distributions taxed?
You must generally report as income any mutual fund distribution, whether or not it is reinvested. The tax law generally…
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Are reinvested dividends from a mutual fund taxable?
Most mutual funds offer you the option of having dividend and capital gain distributions automatically reinvested in the fund a--good…
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How should I take distributions from my retirement plan?
If your assets are in a tax-favored retirement fund such as a company or Keogh pension or profit-sharing plan (including…
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When is it best to take a lump-sum distribution from my retirement plan?
Your personal needs should decide. You may need a lump sum to buy a retirement home or retirement business. If…
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