WELL - Demystifying 'Return Of Capital' Or How I Learned To Stop Worrying About It
Co-produced with PendragonY and Treading Softly
Note: Below we discuss some general principles that apply to Return Of Capital. Please note that these are general rules, but there are exceptions and variances from fund to fund due to the complexity of the rules surrounding it. What follows is meant to be a general discussion and not designed to be any form of tax advice. Master limited partnerships (MLPs) and their funds are a different category altogether and while some similarities exist, this article is not designed to discuss them.
What exactly is ROC?
A closed-end