Jeffrey Levine

IRS regulations are complicated, conflicting and rife with gray areas, but clients are still deluging advisors with questions about how Peter Thiel's strategy could work for them.

While after-tax funds in employer-sponsored plans are tracked by plan administrators, clients are on their own with traditional IRAs, Jeffrey Levine writes.

Having had higher income in previous years may prevent a taxpayer from receiving a stimulus payment now, writes Jeffrey Levine.

While qualified contributions won’t necessarily give clients the biggest tax bang for their buck, there are exceptions to the rule, Jeffrey Levine writes.

The potential for higher rates in 2021 is real, but exactly what the rate would be, and who would pay those rates, is far from certain.

The decisions clients make now can play a significant role in how much will be forgiven.

For some, estimated tax payments are a non-issue. Others may earn all of their income from sources that don’t withhold amounts for federal income taxes.

At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.

Clients may have an ability to increase the ratio of after-tax dollars in their account by completing one or more transactions that are exempt from the pro rata rule.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

Little-known provisions include the economic injury disaster loan program, the employee retention credit and even an option to defer some payroll taxes.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

A rule designed to prevent simple deduction abuses brings significant complexity to planning.

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.

Convenience accounts, power of attorney, trusts: The benefits and drawbacks are legion. Here's a guide.

The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

Knowledgeably navigating 401(k) and IRA movements can have a massive impact on tax burdens — and the client relationship.