Social Security earnings cap disappears at full retirement age.
When file and suspend makes sense — and when it doesn't
U.S. exit tax framed to discourage giving up citizenship for financial reasons.
Windfall elimination provision can cut size of a worker's retirement benefit.
What Jeff's reading today: Jail time for adviser who ripped off her NFL linebacker client, plus: the taper question, 98% chance of a market crash next year, the yen-dollar trade, New Yorkers dodge taxes, and (surprise!) Congress wastes your money.
Advising my brother's widow on when to claim survivor benefits.
In New York, Gov. Cuomo announces opportunity to file for refunds.
Flood of questions uncover common misperceptions.
Mary Beth Franklin unwraps the puzzle of Social Security claiming options for married couples.
The $70M estate of late actor James Gandolfini could get stuck with a $30M tax bill. The culprit? Generous bequests to family members
Mary Beth Franklin on how working women are raising household income but also dramatically skewing Social Security payouts.
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
