NEW ESTATE PLANNING RULES

MAKING AND KEEPING YOUR ESTATE PLAN UP TO DATE

QUALIFIED TERMINABLE INTEREST PROPERTY TRUST

ROTH CONVERSIONS DURING MARKET DOWNTURNS

DONATE YOUR REQUIRED MINIMUM DISTRIBUTION (RMD) TO A CHARITY OR CHARITIES

MAKE CHARITABLE DONATIONS WITH APPRECIATED STOCK

BUNCHING OF CHARITABLE DONATIONS

FUND YOUR IRA EVERY YEAR

OPTIMIZE YOUR WORK RETIREMENT PLAN, 401(k), 403(b), 457, ETC

TAXATION OF HEALTH SAVINGS ACCOUNTS