Retirement planning

Traditional planning strategies will become obsolete.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

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.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.

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?

There are specific benchmarks to gauge your client's 401(k) plan — do they measure up?

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.