Retirement Planning

Developing a solid approach to advising clients on Roth IRAs

Tax advisers should develop a profiling system for identifying clients who are best suited to take advantage of Roth IRAs now that eligibility to participate in this popular retirement investment vehicle has been significantly expanded over the past decade.

Managing tax brackets in retirement

A tax adviser can help a client smooth out the high-income-tax peaks and the corresponding lower-tax-bracket years with an effective bracket-management strategy.

Newsletter Articles


50 years of The Tax Adviser

The January 2020 issue marks the 50th anniversary of The Tax Adviser, which was first published in January 1970. Over the coming year, we will be looking back at early issues of the magazine, highlighting interesting tidbits.


Quirks spurred by COVID-19 tax relief

This article discusses some procedural and administrative quirks that have emerged with the new tax legislative, regulatory, and procedural guidance related to COVID-19.