Tax strategies

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

"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.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

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.