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  1. Retirement Prepping for the Fiscal Cliff

    Financial columnist Gail MarksJarvis lays out planning strategies for taxes, Social Security, Medicare, and more, that retirees and pre-retirees should keep in mind amid U.S. budget uncertainty.

  2. Don't Play Games With Your Withdrawals

    Overspending and impatient selling are two moves that can prematurely drain retirees' portfolio income, warns financial columnist Gail MarksJarvis, who offers strategies to avoid these pitfalls.

  3. Paying Up and Paying Out

    News this week showed market players paying up for media assets, paying out for tax relief, and more.

  4. Five IRA Pitfalls

    Morningstar's Christine Benz offers tips for maximizing the tax benefits of these accounts, avoiding conversion missteps, and using the recharacterization escape hatch.

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