Tax strategies

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

This investing move is applicable whenever market conditions call for it. Plus, a deduction that may take some of the bite out of student loans.

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.

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.