The excess "marriage penalty taxes" and possible benefit reductions that JLM refers to below will take years to accrue. On the other hand, skyrocketing Social Security payouts go into effect immediately, per this item from Financial Planning:
http://www.financial-planning.com/news/how-gay-marriage-ruling-gave-benefits-to-a-client-2685621-1.html
skip to main |
skip to sidebar
Posts
Posts
Click the cover for more info.
Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Copyright 2005-2022 M.A. Co. Powered by Blogger.
Subscribe To
Posts
Posts
Now available: Our monthly Trust & Investment Newsletter
Click the cover for more info.
For direct inquiries:
Labels
- Investing (196)
- estate tax (148)
- income tax (114)
- estate planning (108)
- wills (104)
- trust ads (94)
- investment management (68)
- nest eggs (58)
- art (55)
- hedge funds (45)
- Madoff (43)
- trusts (41)
- Astor (39)
- wealth (39)
- retirement (37)
- stock market (37)
- brokers (31)
- inheritance (27)
- endowments (26)
- fiduciaries (22)
- Ponzi (21)
- executors (20)
- millionaires (19)
- philanthropy (19)
- gift tax (18)
- Apple (17)
- Wall Street (16)
- collectibles (16)
- alternative investments (15)
- dynasty trusts (15)
- estates (15)
- Helmsley (14)
- living trusts (14)
- brokerage (13)
- Bayou (12)
- investment performance (11)
Search Trust and Wealth Management Marketing
Blog Archive
-
▼
2013
(173)
-
▼
July
(19)
- The Trust Industry’s Trillions
- Tax rates far above 100%
- Investment Manias Reconsidered
- Bulldog Bites Plan Sponsors
- Grounds for Disinheritance?
- Put Not Your Trust In Your Clients
- How Would You Spend a Nest Egg?
- Much Ado About Gandolfini’s Will
- The Family Business Fight That Just Won't Stop
- Kicking Hedge Funders When They're Down
- James Gandolfini's will
- Astonishing News!
- $50,000 Financial Plans
- Millionaires Aren’t What They Used To Be
- Ring Them Bells!
- Independence Day
- The Most Expensive Home In Hedge Fund Country
- The Image Is Becoming the Message
- Social Security and gay married couples
-
▼
July
(19)
Senior GO TO Guide • BLOG
Popular Posts
-
During the middle third of the Twentieth Century, at this time of year Coca Cola virtually appropriated Santa Claus. This ad, from 1963, fea... -
Fifty years ago Norman Dacey, a Connecticut financial planner, shook the estate planning world by publishing How to Avoid Probate . Livin... -
Cyber Monday! You just bought a huge, name brand LED TV for $999! Would you have paid $1,130? Would you have been happier to pay $1,130 if...
-
Baylor scores high for endowment returns, according to the Wall Street Journal . But why are these multibillion dollar funds tax free, and m...
-
Researchers at Berkeley find that the rich don't like eye contact. Why so snooty? Robert Frank in The Wealth Report offers a plausible ...
1 comment:
Let's not despair yet. If the faux non-working spouse dies at 72, she will have given up far more than she gained.
Post a Comment