What Does ‘Portability of Estate Tax’ Mean?
“Portability first emerged as an estate planning strategy in 2011 and 2012 from the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010. It was made permanent by the American Taxpayer Relief Act of 2012.”
Farm Couples May Receive Smaller Social Security Benefits
If you expect 20 years of retirement, then you need to prepare for financing it.
Planning for Retirement Does Include Risks
Sometimes the “golden years” aren’t the best years for enjoyment.
