The grantor retained annuity trust is a very popular vehicle that's used in estate planning and wealth transfer.
Household replacement rates decline as women's earnings increase
Apply for disability and retirement benefits simultaneously
Marketing tool aimed at helping advisers land clients, but comes with no SocSec calculator
Heirs facing $30M tax bill; 'will not be pleased with their tax advisers'
Most observers doubt Congress can accomplish comprehensive tax reform before the end of 2014. But can the code be tweaked short of an overhaul? Supporters of a measure to abolish the estate tax hope so.
Lump sum payment can mitigate sting of a late claim.
Life expectancy -- and life expectations -- crucial when devising claiming strategies
Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.
But sometimes it's smart for one spouse to file before reaching 66
COLA preserves value of spousal benefit for couples with wide age gaps.
Higher rates have wealthy seeking out more favorable domiciles; Nevada a hot spot
Don't overlook Social Security, Bogle warns; 'greatest fixed income'.
