The 2017 Editions of Tax Facts on Insurance & Employee Benefits and Tax Facts on Investments remain the authoritative sources for answers to crucial tax questions, concerning retirement, estate and gift tax planning, annuities, Roth IRAs, HSAs, capital gains, qualifying dividends, incentive stock options, stocks, bonds, and much more. |
When you renew your subscription, these are just some of the many, key updates you'll receive: |
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New questions on annuities, including a chart on different annuity types |
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Expanded coverage of Health Savings Accounts (HSAs) |
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Coverage of new deferred compensation regulations |
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New Planning Points on IRAs, Roth IRAs and 401(k)s, and new questions on inherited IRAs |
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New questions on additional Form 5500 requirements |
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Greatly enhanced coverage of Intellectual Property |
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New section on the Department of Labor Fiduciary Rule |
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Important federal income and estate tax developments impacting depreciation |
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New questions on bond investment |