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For Mark Roberts' Use: The federal estate tax, also known as the “death tax”, was first enacted with the Stamp Tax of 1797 in order to pay for naval rearmament. The estate tax has a [...]

For Mark Roberts' Use: Last year, the U.S. Supreme Court decided a case in which a widow and her deceased husband's first wife were embattled over his federal employee insurance benefits. The man had designated [...]

Investment Commentary – July 16, 2014 Dow – 17,060.68 (7/15/14 close) S&P 500 – 1,973.28 (7/15/14 close) 10-year Treasury – 2.55% (7/15/14)     The Fed sent a signal to the market that it will remain [...]

For Mark Roberts' Use: You have spent years – probably even decades – planning and saving for your retirement. When the time finally comes, it's important to make the most of your golden years. Remember [...]

For Mark Roberts' Use: As we enter our retirement years, many of us find ourselves facing a fixed monthly income. While it's always best to prepare years in advance, and to plan for as much [...]

For Mark Roberts' Use: For many people, tax-advantaged investing is an excellent way to reduce their taxes. And while many of the traditional tax-advantaged strategies have been eliminated, there are still alternatives left that can [...]