IRS

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Clients could save significant money when they need it most.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

These funds can affordably provide clients with REIT exposure.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.