Library

Library » Understanding Mutual Fund Distributions

October 13, 2017 | Investment Themes

Mutual funds are required by law to distribute capital gains and income to fund shareholders at least annually. Manning & Napier Fund, Inc. typically makes distributions in December, and will send 1099s to clients as part of the tax reporting process early in the following year. These …

Library » Contribution Limits, Tax Rates, and More for 2017

January 26, 2017 | Wealth Management

Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. Similar to 2016, the changes for 2017 are modest, with many figures remaining the same. Changes are typically dictated by cost-of-living …


Loading...