For instance, as in the above example, a producer could use a two ... Often, your choice of a distribution plan will be dictated--or at least strongly influenced--by various factors relating ...

For example, a Roth conversion may ... Be proactive by creating a wealth plan that incorporates a retirement income distribution strategy to combat future taxes, inflation and market volatility.

Required minimum distributions (RMDs ... You should also assess your tax situation to plan RMDs. For example, you may spread out withdrawals to stay in a lower tax bracket or research the effects ...

Under a managed distribution plan, to the extent that sufficient investment ... A return of capital may occur, for example, when some or all the money that shareholders invested in the fund ...