Tax strategies

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.

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.