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 ...

A common financial mistake married farm couples make occurs when the first spouse dies, and the surviving spouse fails to “elect portability.” It’s a process by which any unused federal gift or estate ...

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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.