Five stats from the market and the stories behind them. This week: Fed's $40 billion bond buys in question, Wal-Mart's worrisome 1% same-store sales growth, and more.
Investors should take another look at their cost basis records, foreign tax credits, advisory fees, and any income that was spread to 2012 from a prior year's Roth conversion, says Investor Solutions' John Pitlosh.
Investors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.