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  1. What the Cliff Compromise Means for the Economy

    Congress' last-minute deal cut the so-called fiscal cliff in half, lessening economic headwinds in the short term, but much work remains to address longer-term debt and deficit issues, says Morningstar's Bob Johnson.

  2. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  3. What Happens if There's No 'Cliff' Compromise?

    If Congress can't reach a deal on the fiscal cliff prior to year-end, some effects will kick in sooner than others, says Morningstar's Bob Johnson.

  4. 3 Methods to Get the Most Out of Social Security

    Andrew Salata of the Social Security Administration describes how the do-over, voluntary suspension, and pick-and-choose strategies can help retirees maximize their lifetime benefits.

  1. Taxes: What’s New for 2013?

     

  2. IRS Expands System for Fixing Faulty Retirement Plans

    The Internal Revenue Service has released a long-awaited set of rules for correcting employee retirement plans that fail to meet the requirements of the Tax Code.

  3. IRS Offers Simpler Option for Calculating Home Office Tax Deduction

    The Internal Revenue Service plans to introduce a simplified way for small business owners and home-based employees to claim the home office tax deduction.

  4. The “Fiscal Cliff” Deal

     

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