Jeffrey Levine

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.

They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.

The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.

They’re not pure assets, nor are they defined contribution plans. This makes them remarkably difficult to divide, let alone preserve. Enter the QDRO.

To bridge the gap between employer coverage and Medicare eligibility, retirees face a number of daunting choices.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

They may look good on paper, but such investments also come with thorny challenges.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.