Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...

Maleesa Smith is a writer and editor in the Austin area and a freelance contributor to HousingWire. After starting her career in community journalism, she pivoted to B2B media and joined HousingWire ...

Feeling let down by your health insurance? Portability allows you to switch providers without losing benefits like waiting ...

Since portability was enacted as part of the Tax Relief Act of 2010, it’s taken the pressure off couples to formulate an estate plan around a primary goal of using as much estate and gift tax ...

A key provision of the SECURE 2.0 Act took effect on the last day of 2023, increasing the limit on small 401(k) accounts subject to automatic rollovers into safe-harbor IRAs to $7,000 from $5,000.

A 38-year-old with ₹10 lakh family cover weighs unlimited sum insured and multi-year health plans, seeking clarity on ...