Many clients will benefit from the mutual fund yearly distributions that usually happen in early December. The distributed amounts can be in the form of capital gains or dividends, that will be reflected on the 1099 B form for the non-retirement type of client holdings. Often, they are reinvested for future appreciation potential. Please call us if you have any questions regarding this important event in the calendar year!
Dividend payments are not guaranteed and may be reduced or eliminated at any time by the company.