Andrew Shilling

If they plan to use them for current spending, “then the timing of the distribution would not matter for tax purposes,” an expert writes.

Five of the top seven performers this year carry AA ratings.

Funds with higher risk profiles — high-yield and emerging markets — are now paying the price.

While the Trump administration has called for a delay to the April 15 deadline, they have yet to issue formal guidance on when paperwork is due.

With more than $80 billion in combined assets under management, the winners have started out the year with a loss.

Any gains on the sale of a property they've held for over a year may be taxed as much as 20%.

"Asset managers need to be faster and smarter to make the right bets in a fast-changing external environment.”

Designating charities as a beneficiary of their retirement accounts is one strategy that can enhance their tax savings.

Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.

Some tax credits are refundable, meaning they can get a refund in case the credits exceed their actual tax liability.

The 20 top-performers are largely comprised of low-cost tech offerings.

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

They are advised to consider making amendments if they want to take advantage of temporary tax provisions that Congress extended retroactively in December.

They’re more expensive than their passive peers. But did they beat their benchmarks?

While they don't need a child to claim the earned income tax credit, the benefit's value increases based on the number of kids clients have.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

Retirement savers stand to gain more by investing their money instead of taking an interest-free reimbursement.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.

Nearly all of the fixed-income funds held short term debt.