In general, portability allows a surviving spouse whose husband or wife died after Jan. 1, 2011 to use the deceased spouse’s unused federal estate tax exemption (DSUE). When one owns assets less than his lifetime exclusion amount and passes...
In an effort to make it easier for Americans to save for retirement, the Department of Labor on Monday released a proposed rule and guidelines to expand state retirement plans...
Bonds are back. | Sergey_P/iStock/Thinkstock
After pulling assets out of taxable bond funds for two straight months, investors piled back in last month, with total inflows of $16.6 billion, the highest category of the month, according to M...
Citizenship shopping is a growing trend. Many wealthy individuals are looking around the globe for a "home" that will give them better passports and tax treatment. Can anyone become Canadian? Irish? Maltese? If you deal...
When you claim matters.
The Consumer Financial Protection Bureau launched a new, interactive, online retirement tool aimed at helping consumers make more informed decisions on when to claim their Social Security retirement benefits. In a ...
