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IRS, Treasury Release Proposed Regulations on Donor-Advised Funds | ArentFox Schiff

Published: January 5, 2024

The US Department of the Treasury (Treasury Department) and Internal Revenue Service (IRS) recently published proposed regulations under Section 4966 to provide additional guidance on...

Source: jdsupra.com

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Arentfox SchiffUs Department Of The TreasuryTreasury DepartmentRevenue ServiceInternal Revenue ServiceTaxable Distributions

Lessons From Vanguard Target-Date's Capital Gains Surprise

Published: January 31, 2022

Target-date funds are best kept where most of them are: in a tax-deferred account.

Source: morningstar.com

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United StatesJp Morgan SmartretirementJohn RekenthalerGains DistributionsHow TheySome ShareholdersTarget Date Funds SawVanguard Target RetirementVanguard Total Stock MarketSpur Capital GainsFidelity FreedomPrice RetirementAmerican Funds Target RetirementSingle MeasureTaxable DistributionsMorningstar Tax Cost RatioMorningstar Categories