Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
How and Why to Use Roth IRAs in Estate Planning
By Roger WohlnerThe Secure Act has made Roth IRAs more valuable as a tax-efficient way to pass assets to heirs.
November 01, 2021
The Big Social Spending Bill Could Keep Changing: Estate PlannerKeith Grissom says anyone who was watching negotiations before should stay awake now.
October 26, 2021
Backdoor Roth Closing? 4 Reasons Taxable Accounts Beat IRAs, 401(k)s: Morningstar's BenzHigh-income retirees may be tempted to boost after-tax IRA contributions, but Morningstar's personal finance expert says there's a better option.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.
September 29, 2021
House Nears Vote on Halving Estate Tax Exemption in 2022The provision is now part of H.R. 5376, which could come to the House floor this week.
September 28, 2021
'An Estate Tax Every Year': Ed Slott Blasts Plan to Tax Billionaire Wealth GainsA proposal to tax billionaires' unrealized capital gains has Biden's support, but it would be impractical to implement, Slott says.
September 27, 2021
Long-Term Care Planning: What Advisors Should KnowPhysician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.
September 13, 2021
Capital Gains Tax Rate Set at 25% in House Democrats' PlanThe plan is short of what Biden had proposed and leaves intact the step-up in basis for assets at death.