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Tax and Estate Planning

October 12

GOP tax battle looms over wealthy Americans

Debate rages over whether or not to repeal the estate tax and AMT, plus whether cuts should be temporary or permanent


October 5

11 Biggest Estate Planning Mistakes

Investors can make some egregious errors when it comes to drawing up plans to transfer their wealth and property. Here are some of the biggest, most common mistakes you could run into.

October 5

Trump tax plan draws concerns of GOP budget hawks

Sen. Bob Corker, R-Tenn., said the White House is showing 'softness' when discussing how the tax cuts will be paid for, such as by repealing the state and local tax deduction.

September 29

Tax reform might give wealthy a big loophole

High earners could take advantage of a measure meant to help business owners, straining the IRS.

September 28

Seniors get hopping to meet reverse-mortgage deadline

Demand for mandatory pre-loan counseling outstrips supply as Oct. 2 looms.

September 21

How tax reform could squeeze the middle class

You could end up paying thousands of dollars more after tax reform than you do now.

September 15

American workers vs. investors: Who pays more taxes?

Politicians have intentionally set tax rates on wages much higher than those on long-term investment returns.

September 8

Government report distorts facts and costs of reverse mortgages

The report overstates the typical cost of a reverse mortgage in today's marketplace and misinterprets Social Security claiming strategies.

September 8

Consumers struggle to get information following Equifax data breach

The credit reporting service disclosed this week that private information for as many as 143 million people had been compromised.

September 8

Need to evacuate because of the storm? Use this checklist to protect your possessions

Undertaking these precautions can provide a greater sense of security and preparedness in the face of an unexpected disaster.

September 1

Your children can spare you time and money in a nursing home

For someone with kids, both time spent in a nursing home and out-of-pocket costs are significantly lower than for those without children.

September 1

Government agency announces new reverse mortgage rules

The Department of Housing and Urban Development raises premiums, tightens borrowing limits for new loans to seniors.

September 1

Should you buy a dam for your house?

Weather events are prompting sales of dams that cost homeowners $8,000 to $12,000, on average.

August 24

What your credit score reveals about your love life

The higher the credit score, the likelier you are to form a romantic relationship.

August 24

This age group controls the most wealth in the U.S.

The wealthy have probably always been older than the general population.

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