Such strategies can sometimes carry a high price tag, advisors say.
Life insurance can be useful for dealing with expiring TCJA provisions, advisors say.
Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.
Controlling income is key to controlling Medicare surcharges, advisors say.
It's important to assess the tax implications when a client's spouse passes away, advisors say.
States vary greatly on when they trigger income taxes on out-of-state workers.
Starting this year, SECURE 2.0 allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.
Spouses can argue they had nothing to do with their partners' tax misdeeds, but it's not easy.
The IRS offers a range of options for gradually paying off a large tax debt, advisors say.
Criminals are getting more sophisticated in the ways they steal client information, advisors say.
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