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  2. Reimbursement - Wikipedia

    en.wikipedia.org/wiki/Reimbursement

    Reimbursement is the act of compensating someone for an out-of-pocket expense by giving them an amount of money equal to what was spent. [1]Companies, governments and nonprofit organizations may compensate their employees or officers for necessary and reasonable expenses; under US [2] [3] law, these expenses may be deducted from taxes by the organization and treated as untaxed income for the ...

  3. Tax-Deferred vs. Tax-Exempt Accounts: Key Differences and ...

    www.aol.com/tax-deferred-vs-tax-exempt-225335557...

    Tax-Deferred Accounts. Tax-Exempt Accounts. Account types – IRA, – 401(k) – SEP IRA – 403b – Roth IRA – Roth 401(k) Tax treatment – Lower taxable income in the year you contribute

  4. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    One notable component of the expense ratio of U.S. funds is the "12b-1 fee", which represents expenses used for advertising and promotion of the fund. 12b-1 fees are paid by the fund out of mutual fund assets and are generally limited to a maximum of 1.00% per year (.75% distribution and .25% shareholder servicing) under FINRA Rules.

  5. Claim of right doctrine - Wikipedia

    en.wikipedia.org/wiki/Claim_of_right_doctrine

    In the tax law of the United States the claim of right doctrine causes a taxpayer to recognize income if they receive the income even though they do not have a fixed right to the income. For the income to qualify as being received there must be a receipt of cash or property that ordinarily constitutes income rather than loans or gifts or ...

  6. Unrelated Business Income Tax - Wikipedia

    en.wikipedia.org/wiki/Unrelated_Business_Income_Tax

    New York University Law School won the case because, at that point, tax-exempt organizations were not subject to income tax on their revenue from any source as long as the revenue was used towards the organization's tax-exempt purpose. [14] [15] In 1950, Congress amended the tax law to introduce the concept of unrelated business income. [17]

  7. Instead of Dividends That Barely Pay, Look At A HYSA Instead

    www.aol.com/instead-dividends-barely-pay-look...

    This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. from 24/7 Wall St. The average dividend yield of an S ...

  8. Recovery of funds from the Madoff investment scandal

    en.wikipedia.org/wiki/Recovery_of_funds_from_the...

    Those statements combined to a total balance of approximately $64 billion, [2] while the admitted claims amount to $19.5 billion. As of March 2024, the trustee had recovered $14.7 billion toward these claims through legal action against Madoff associates, feeder funds and beneficiaries of the scheme, and had made fifteen distributions to ...

  9. Insurer stocks fall after Trump says 'we're going to knock ...

    www.aol.com/news/insurer-stocks-fall-trump-says...

    CVS Health's Caremark, Cigna's Express Scripts and UnitedHealth Group's Optum control the majority of the U.S. pharmacy benefit market, with their parent companies also operating health insurance ...