Yes. The 2010 Tax Relief Act introduced a new estate tax concept for 2011 and 2012, the deceased spouse unused exclusion amount (DSUEA). The DSUEA is portable, meaning that a surviving spouse can ...

BRYAN, Texas (KBTX) - Moving can bring a lot of change, especially when it comes to your mortgage rate, but a new idea could soon make that transition a little easier: mortgage portability. When ...

Spencer Williams is president and CEO of Portability Services Network, a retirement industry-led utility dedicated to the industry-wide adoption of auto portability; founder, president and CEO of ...

Angela Capek is product area leader of defined contribution (DC) product platforms at Fidelity Investments. She has worked for Fidelity for 28 years in various roles focusing on product development ...