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  1. 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.

  2. Cautious Optimism for More M&A Activity in 2013

    Growing corporate cash balances and slowing organic-growth opportunities could lead to increased deal volume this year even if economic uncertainty throttles some activity, says Morningstar's Bridget Freas.

  3. 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.

  4. What to Watch in Friday's Job Report for January

    We're expecting about 200,000 new private-sector jobs in January, but keep an eye on retail, finance, and government hiring.

  1. Taxes: What’s New for 2013?

     

  2. Five Muni Considerations for 2013

     

  3. The “Fiscal Cliff” Deal

     

  4. Reality Check: Accounting Alerts Every Investor Should Know

     

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