Andrew Shilling

High-deductible plans open the door to tax breaks for high-income investors, an expert says.

“Not every muni is trying to achieve the same thing,” an expert says.

Clients should consider paying more deductible expenses before year-end if their total itemizable deductions will be close to their standard deduction amount.

“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.

Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.

The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.

At more than twice the price of the average fund, many with the even biggest gains still underperformed the broader market over the last decade.

Taxpayers face a 5% penalty if they fail to meet the deadline.

Those who experience a financial setback when they are preparing to retire are advised to stick to the budget and cut spending.

Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.

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.