Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.
Andrew Salata of the Social Security Administration describes how the do-over, voluntary suspension, and pick-and-choose strategies can help retirees maximize their lifetime benefits.
We're expecting about 200,000 new private-sector jobs in January, but keep an eye on retail, finance, and government hiring.
Financial aid expert Mark Kantrowitz discusses the importance of prioritizing federal loans over private lenders and offers guidelines for reducing future student debt.
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