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, investments, 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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New section on the Department of Labor Fiduciary Rule |
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Greatly enhanced coverage of intellectual property |
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Important federal income and estate tax developments impacting depreciation |
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New questions on bond investment |