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Tax and financial planning news from around the web: May 16 – 20, 2022

Written on May 19, 2022

New rules make IRAs less useful for transferring wealth: Ed Slott 
Doing a Roth conversion is one way to avoid a tax hit later, according to Slott, and life insurance is another, often-overlooked tool. 

Crypto-rich puzzle over how to pass on high-risk wealth to heirs 
As more crypto holders need help structuring their wealth, the staid world of estate planning is still playing catch up. Experts remain few and far between for an asset beset with volatility and at risk of being lost forever.