Western Asset Mortgage Opportunity Fund remains unappealing due to a shallow discount and persistent lack of distribution coverage, even after a recent distribution cut. DMO's high leverage amplifies ...

Once you turn 73, the IRS requires you to take taxable withdrawals from ordinary (non-Roth) IRAs. While these distributions are taxable, they’re also opportunities to restructure your portfolio or ...

In almost all cases the IRS enforces its rules through fines and penalties. This is the case of Required Minimum Distributions (RMDs). As always, your RMDs are due by the end of the year. In this year ...

The 72(t) distribution rule allows retirement savers to make penalty-free retirement account withdrawals before age 59 1/2. Early IRA account access can be enticing but can also come with longer-term ...

Although you can't avoid taxes without giving up something else, you can minimize and postpone your tax burden. You’ll also still want to maximize your returns and minimize your risk, no matter what ...