IRS

Eligible taxpayers can now qualify for a waiver of the 60-day time limit and avoid possible taxes and penalties on early distributions, if they meet certain requirements.

This strategy may increase the value of these IRAs and reduce how much a client pays the IRS. Also, knowing when retirement account distributions are treated as ordinary income.

Interest on municipal bonds doesn't always boost a return the way a client might expect. Plus the big savings from having highly appreciated company stock in a retirement account.

Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.

There’s one goof every adviser should take extra precautions to avoid: being careless about those IRA beneficiary forms.

Taxes are one of life’s sure things, but clients can still make changes after the filing deadline. Here’s how.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

A recent agency memorandum cited several legal cases to back up its opinion.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.