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.