Tax planning

Clients who turned 70 1/2 this summer have to act fast on their distributions to avoid paying a hefty penalty to the IRS. Plus, giving away stocks versus selling them.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

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.

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.