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  1. A Tax Checklist for Same-Sex Couples

    After the Supreme Court struck down part of the Defense of Marriage Act, same-sex couples will want to consider new opportunities for amending income tax returns, streamlining estate plans, maximizing Social Security, and more, says financial planner Michael Kitces.

  2. 6 Top Picks for Your IRA

    Get a mix of IRA ideas--including sturdy core holdings, interesting opportunistic names, and steady income-payers--from Morningstar's Christine Benz, Josh Peters, and Ben Johnson.

  3. When Stocks Are Safer

    Data show that the longer investors held stocks (and stomached short-term volatility), the safer they became for meeting portfolio objectives, says Morningstar's David Blanchett.

  4. Top Bond-Fund Picks for Retirees

    Morningstar's Eric Jacobson runs the gamut with some of his favorite fixed-income funds, including ideas for core, short-term, multisector, high-yield, and muni exposure.

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