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.
We're expecting about 200,000 new private-sector jobs in January, but keep an eye on retail, finance, and government hiring.
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.
Morningstar's director of personal finance explains who may be most susceptible to the AMT and what they can do to lessen the impact.
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