Jeffrey Levine

Beneficiaries and retirement account owners born in 1951 in particular may be in luck.

Proposed regulations provide the best window into the IRS’s current thinking on a variety of issues to date.

The Internal Revenue Code encourages individuals to save for retirement by offering taxpayers the ability to invest for their ‘golden years’ through a variety of tax-favored retirement accounts such as IRAs, Roth IRAs and 401(k) plans.

The “six-month nudge” technique leans into the fact that 95% of all individuals alive when they hit full retirement age are likely to reach age 70, according to actuarial tables.

At the death of a spouse, it can be a powerful planning tool for minimizing an individual’s capital gains taxes from the sale of appreciated assets.

When companies allow employees to own stock in their retirement plans, real tax benefits can ensue. But there’s much to factor in.

When a spouse needs long-term institutionalization, it may preserve assets for the healthy partner and for heirs — but there are downsides.

Build Back Better legislation contains provisions that, collectively, would cause seismic changes in the estate planning world.

This tactic can work well for some clients holding their employer's stock in a workplace retirement plan, but it's crucial to take tax brackets and circumstances into account.

Although this strategy can be used to substitute for the popular strategy that the SECURE Act blasted away last year, it has a different main use case — one that's not transferring wealth to heirs.