Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
IRS Rules on an Estate That Inherited an IRA
By Allison BellThe agency let the surviving spouse roll the IRA assets into another IRA without paying extra federal income taxes.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 24, 2022
SALT Alternative Takes Shape as Democrats Move Past Biden PlanThe latest state and local tax deduction bill would remove today's $10,000 cap for some taxpayers and raise the limit to $60,000 for others.
February 22, 2022
Demand for Estate Planning Booms Among MillennialsThree-fourths of millennials surveyed have completed a will-based estate plan, a new study has found.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 16, 2022
Crypto Gifts Surge at Fidelity's Philanthropic PowerhouseFidelity Charitable received $331 million in digital assets last year through its donor-advised funds, or DAFs.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
February 10, 2022
Slott, Pfau: When and How to Use Annuities, Life Insurance in Client PlansEd Slott discusses using life insurance to reduce RMDs; Wade Pfau talks about annuities for asset accumulation.