Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Recently, a manager of a private equity fund mentioned that the seller of the business was complaining about the amount that the seller will have to pay in commissions, fees and capital gains taxes.

For the uninitiated, K-1s are a tax form generated by a partnership to report income. If you own Master Limited Partnerships, you get a K-1 instead of a 1099. They can be a nightmare if you do your ...

If you’re investing for retirement, where you put your money matters. Retirement accounts offer tax incentives to help you save money on your tax bill and grow your investment accounts. But while ...

Deferred taxes arise from timing differences between the recognition of income and expenses for accounting purposes and their treatment under tax legislation. These differences give rise to deferred ...

The investment seeks to exceed the performance of the Bloomberg U.S. Aggregate Bond Index. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its objective by ...

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans. The rule, which was created ...

The best and most tax-efficient retirement income strategy depends on your asset mix, tax situation, and long-term goals. As you approach retirement, it’s important to develop a retirement income ...

DENVER--(BUSINESS WIRE)--Alerian MLP ETF (the “Fund” or “AMLP”) has modified the estimate of the Fund’s deferred tax liability based on information reported by the Master Limited Partnerships (MLPs) ...

If you're looking for high yield income from the Energy sector, without having to deal with K-1 tax forms, there are several closed end funds, "CEFs", which can do the heavy lifting for you. This ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Betsy began her career in international finance and it has since ...