CTF Written Submission
RE: It’s Time to Modernize the RIC Tax Rules
June 19, 2025
- Ease the asset diversification requirements in Subchapter M to allow more flexibility for funds.
- Expand the types and amounts of income that funds can receive without losing regulated investment company (RIC) status.
- Modify the RIC excise tax distribution requirements to reduce compliance costs impacting investment returns.
Last Reviewed or Updated: June 20, 2025