A qualified HSA funding distribution gives clients a one-time chance for a tax-free distribution of funds from an individual retirement account.
A type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes
Money flowing into donor-advised funds far outstrips grants being made from the funds.
But medical expenses will consume a growing portion of retirement budgets.
Type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes.
Companies can still deduct 50% of meals while entertaining clients and customers.
Options include boosting benefits for widows and the poor at the expense of high earners.
Some say the methods used to avoid taxes were egregious, others maintain they are common practice.
Supporters hope Senate will move similar legislation to increase chances in lame-duck session
Property owners may receive tax credit of up to 90% on contributions to local funds.
Insurance executives back measure making it easier to add lifetime income features to workplace savings plans.
Hint: Pay attention to emails, ignore phone calls.
One measure would scrap the "stretch IRA," which has helped financial advisers preserve retirement wealth passed on to heirs.
Insurance groups say the measure, which now heads to the full chamber for a vote, doesn't go far enough.
Slightly lower estimate would still be the largest cost-of-living increase since 2012.
Stresses of losing a spouse include steep decline in household income for many, according to a survey.
Stresses of losing spouse include steep decline in household income for many, according to a survey.
Rushing to take benefits in response to illness may not be the best move.
Last year's overhaul is expected to slash the number of taxpayers subject to the AMT.
Countdown to the Oct. 15 deadline for recharacterizing 2017 Roth conversions.
