Date: March 12, 2020 Recommendations Regarding the Availability of Closed-End Fund Takeover Defenses (pdf)
Date: February 6, 2020 A Spousal IRA May Be the Best Gift You Can Give Your Non-Working Husband or Wife
Date: January 21, 2020 Decoding Retirement: A Detailed Look at Retirement Distributions Reported on Tax Returns (pdf)
Date: July 1, 2019 ICI Mutual: Shareholder Litigation in the Fund Industry: A Guide for Investment Advisers and Fund Independent Directors (pdf)