Some gifting strategies are going to make less sense if taxes remain low and exemptions high.
Rather than racing to preserve money under expiring estate tax exemptions, what if you turned to life insurance instead?
A donor-advised fund can help retirement plan beneficiaries with the tax bite.
Most people are aware that, under the current tax laws, an IRA owner who has reached age 70½ can make a direct donation of $100,000 from their account to a charity without having to report the...
A couple's retirement withdrawals must take their brackets (and their children's) into account.
Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?
The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.
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