Five Often Overlooked Tax Strategies as You Approach Retirement

Intro by Shawn Scott, Hall Scott PC

While the federal estate tax exemption continues to climb and therefore affects fewer of our clients, there are still important income tax planning considerations for estate planners to discuss with their clients and clients’ advisors.  This article from Kiplinger Personal Finance outlines a few of these basic strategies including charitable distributions from IRAs, Roth IRA conversions and investment withdrawal planning.

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If you would like to submit content or write an article for the Estate Planning & Administration Section, please email Kara Sikorski at ksikorski@indybar.org.