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  1. Tax-Saving Tactics for Your December To-Do List

    Morningstar's Christine Benz offers tips on tax-loss selling, required minimum distributions, 401(k) contributions, and energy credits.

  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. How to Stay Smart With Your Estate Plan

    Estate-planning expert Deborah Jacobs outlines how to approach the estate tax exemption and gift tax rules, addresses a popular misconception about estates, and offers key documents that all individuals should have in place.

  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.

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