It pays to calculate RMDs (Required Minimum Distributions) as you approach retirement or if you are already retired. You'll avoid tax penalties and preserve more of your retirement savings. Besides ...

If a fund has a gain in a security and then sells that security, it must distribute those capital gains to shareholders on record within its fiscal year. Even if you reinvest that distribution back ...

If mutual funds sold securities and realized gains, those gains need to be distributed to shareholders of record. Those distributions usually occur in November and December. It’s hard to estimate how ...