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 ...

We have noticed an increasing number of employers reaching out with questions about whether they should have their defined contribution plan join the auto-portability network. This new option, ...

Computers and phones aren’t the only things that are portable today. The gift and estate tax exemption is also “portable” for married couples. Portability simplifies estate planning by allowing a ...

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...

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

Dave Gray, executive vice president of Enterprise Solutions at Empower, leads integration across Workplace Planning and Advice and Empower Personal Wealth, driving growth through expanded workplace ...