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.