Companies are creating plans for multiple scenarios as the US administration’s import tariffs swing widely and abruptly.
FROM THIS MONTH'S ISSUE
Tax-efficient drawdown strategies in retirement
Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.
From The Tax Adviser
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Trust distributions in kind and the Sec. 643(e)(3) election
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Effects of the OBBBA on higher education
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