Tax planning

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

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.

The IRS has proposed regulations that could reduce or eliminate valuation discounts for the wealthy by the end of the year.

These planning strategies can prevent beneficiaries from biting off too much — or too little.

Plan sponsors are open to the addition, but most participants aren’t taking advantage of it.

Clients can avoid paying taxes as long as they keep working past the age of 70 1/2.

Miscalculations, assumptions, planners missing the point — find out how it all can go awry, and what can be learned after the dust settles.

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.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Proposed changes to the standard deduction that would have benefited lower-income Americans are now being revisited. Meanwhile, the top rates and estate taxes get the ax.

Knowing how and when to withdraw can save clients big in their golden years.

Republican presidential candidate Donald Trump described an economic plan that he said would create “the biggest tax revolution since the Reagan tax reform” and “cut regulations massively.”

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

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

How options ranging from traditional index, tax-managed and static allocation funds to traditional IRAs and Coverdell Educational Savings Accounts may boost your client's return.

Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.