Ben Sullivan urges retirees to make the most of their ability to fund a child’s 529 savings plan.
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Tag Archives: Publication: Kiplinger
Ben Sullivan in Kiplinger
Ben Sullivan discusses strategies that retirees can use to reduce their tax bill under the new tax regime.
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ReKeithen Miller in Kiplinger
ReKeithen Miller talks about tax considerations when deciding how to contribute to traditional and Roth IRAs.
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Eric Meermann in Kiplinger
Eric Meermann notes some of the ways that tax reform affects taxpayers subject to the alternative minimum tax.
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David Walters in Kiplinger
David Walters suggests that retirees with largely illiquid assets may benefit from an estate planning strategy involving life insurance.
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Paul Jacobs in Kiplinger
Paul Jacobs warns IRA owners about the potential for a costly mistake inherent in the IRS’ new rollover rules.
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Paul Jacobs in Kiplinger
Paul Jacobs answers common questions about converting a traditional IRA to a Roth IRA.
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