Andrew Shilling

Establishing an S corporation would protect their profits from federal income taxes of more than 23.8%, an expert says.

At 84 basis points, the average expense ratio is over 40 basis points pricier than what investors paid on average last year.

While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.

When pitted against the broader market, the top 20 outperformed both the Dow and S&P 500 by more than 5 percentage points.

With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Clients are advised to consider delaying their Social Security benefits, as up to 85% will be subject to income taxes, an expert says.

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

Although many underperformed the broader market, just over half posted double-digit gains.

Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.

Some of the same features that led to their unpopularity may also be what uncorrelated them from their peers, an expert says.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

Fixed-income products designed to minimize interest rate risk are among the leaders.

Contribution limits in a Roth IRA could shrink for couples after marriage.

The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.

Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.

The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.