Uncertainty looms, but there may be some good news ahead for taxpayers.
Marital status and employment dictate signup deadlines.
Strategies around charitable giving and business structures appear to be most prevalent as a result of the new regime.
Only 4 of 10 millionaires who use an adviser said their adviser had talked to them about the impact of tax reform.
Marital status and employment dictate signup deadlines.
If the IRA owner's spouse is more than 10 years their junior, the holder can use a different IRS table to calculate RMDs.
The time is ripe for many to convert a pretax IRA to a Roth.
Taking a deduction for out-of-pocket medical expenses will face a higher bar in 2019.
Taking a deduction for out-of-pocket medical expenses will face a higher bar after this year.
The tax agency says it won't try to collect retroactively when the higher exemptions expire in 2025.
Last year's tax overhaul made state and local government debt less attractive to financial institutions.
Engaging clients on topics beyond the usual agenda items can position both advisers and investors for long-term success.
Here's what advisers should be reviewing with their clients each year between ages 62 and 70.
Inability to deduct management fees will make the funds, which are struggling this year, even less attractive to investors.
Women who are beneficiaries of their late husbands' estates could be shocked at how much more they owe in taxes.
Complete rollovers, take care of qualified charitable distributions and be sure that all funds related to a lump-sum distribution have been withdrawn.
For divorces finalized starting next year, spouses paying alimony will no longer be able to deduct those payments.
While the new tax laws will complicate year-end planning, there are some steps people can take.
A cost-of-living adjustment also raises IRA contribution limit to $6,000.
Clients expect advice on tax-efficient withdrawal strategies.
