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Vicknair Law Firm

What Is the Proposed IRS Anti-Clawback Provision?

What Is the Proposed IRS Anti-Clawback Provision?

The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.

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What Happens if I Take a Bigger RMD?

What Happens if I Take a Bigger RMD?

Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.

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