IRAs

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

In addition to health insurance considerations. people considering this need to determine whether they can afford the missed earnings and the ability to continue building their nest egg.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Certain clients may consider donating directly from their IRAs.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

Incumbents and startups are developing partnerships to help clients navigate difficult rollovers.

With the expenses no longer deductible, will clients ask for new planning options?

Recent tax law changes make gifting from an IRA an even better bet.