The federal estate tax is a tax on property (cash, real estate, stock, or other assets) transferred from deceased persons to their heirs.
When it comes to simplifying your financial life, we are all about consolidation and aggregation. However, when it comes to required minimum distributions (RMDs), sometimes separate is better.
Social Security has evolved over time to cover more of the population and to represent different things to its beneficiaries. The Social Security Act of 1935 established the program’s basic structure, a function of two goals; social adequacy and individual equity.
