Tax strategies

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.

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.