There are times when it may not be in your best interest to purchase shares because the fund is about to make a dividend or capital gain distribution. These shares may generate income, …

Dividend distributions 2025 Estimated Dividend Distributions for State Farm Funds Important Notice regarding 2025 Distributions State Farm Funds Dividend Distributions State Farm …

Disclosures State Farm Investment Management Corporation serves as advisor and Northern Trust Investments, Inc. serves as the sub-advisor to the State Farm Funds. Foreside Financial …

Invest today and help reach your goals with mutual funds from State Farm. Use our fund selection tool to get started, view fund options, and open an account.

Capital gains distributions. Capital gains are generated by a mutual fund through the selling of investments within the portfolio. If net long-term capital gain exceeds net short-term capital …

Tax center Go to our Tax Center to learn more about some of the ins and outs on these and many other topics: Expected tax mailing dates Dividend and capital gain distributions Summary of …

Distributions from a SIMPLE IRA are generally subject to income tax for the year in which they are received. If a participant takes a withdrawal from a SIMPLE IRA before age 59½, generally a …

For 2023, you're required to start taking Required Minimum Distributions (RMD) from your Traditional IRA by April 1 of the year following the year in which you reach age 73.

A Roth IRA lets you accumulate earnings on a tax-deferred basis and withdraw earnings tax free for qualified distributions. Unlike a Traditional IRA, contributions to a Roth IRA are not …

Mutual funds may offer a diversified investment vehicle without requiring a great deal of money. Your investment and those of other investors with similar objectives are pooled to purchase …

Coverdell Education Savings Account (ESA) Investment vehicle designed to help parents or others fund a child's education. Contributions aren't tax deductible, but distributions for …

Payment in the form of dividends or capital gains of the portfolio. Distributions may be paid in cash or reinvested to purchase additional shares.

Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. and IRA contribution information IRS Instructions for Forms 1099-R and 5498

Learn more about a particular mutual fund by American Funds and BlackRock by reading the summary and statutory prospectus.

Look below to find the State Farm® Associates' Funds Trust Summary Prospectuses, Statutory Prospectus, Statement of Additional Information, and Reports.

Roth IRA For federal income tax return purposes, contributions are not tax-deductible, but can be withdrawn any time — tax-free Earnings are tax-free for qualified distributions No mandatory …

Distributions may be taken at any age — in specific amounts, as a lump sum, or as a series of systematic payments. Distributions are taxed at ordinary income tax rates for the year the …

Read through this summary to learn more about tax forms. This document will provide you basic information about taxation on mutual funds. Correctly determining the cost basis of your …

Money from your previous employer's retirement plan may be one of your largest assets. Get help to make an informed decision about what you can do with those funds.

Form 1099-R — Distributions from Pensions, Annuities, Retirement, or Profit Sharing Plans, IRAs, Insurance Contracts etc.