The challenge is keeping a retiree's taxable income as low as possible.
There are limits to what taxpayers can deduct as property losses, advisors say.
Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.
Running away from the issue will only make it worse, they say.
You should make sure your clients are giving the right way for tax efficiency.
Deciding what and when to sell isn't always easy, they say.
Becoming an expat doesn't mean you've escaped the jurisdiction of the IRS, they warn.
Roth IRAs are ideal tools for optimizing distributions tax-efficiently, they say.
State tax laws are a hodgepodge of rules that don't always align with IRS codes, advisors warn.
Deciding what and when to sell isn't always easy, they say.