Cash distributions paidin January 2024were treated as a 2024 distribution for federal income tax purposes (See press release related to tax treatment of 2023 dividend distributions). If you were a ...

A 27-year-old Reddit user is considering buying a home. However, his situation is a unique one, because he doesn’t earn income from a job. Instead, he receives $130,000 annually from $4.5 million in ...

To lock-in historically high gift and estate tax exemptions, which are set to expire at the end of 2025, high-net-worth individuals should consider establishing an optimized gift trust prior to ...

A Qualifying Terminable Interest Property (QTIP) trust can be an advantageous tool for married couples to utilize as part of ...

Good morning and welcome to your Morning Briefing for Wednesday 29 January 2025. To get this in your inbox every morning click here. AJ Bell adds 19,000 platform customers  AJ Bell said it will ...

Designed to provide broad exposure to the Consumer Discretionary - Broad segment of the equity market, the First Trust Consumer Discretionary AlphaDEX ETF (FXD) is a passively managed exchange traded ...

The Government's plan to levy inheritance tax on death benefits has received far less attention than pensions, but could be ...