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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 Ways to Curb Taxes in Retirement

    Investors who build tax diversification, get savvy with RMDs, mind state taxes, and avoid the 'tax torpedo' can lighten their tax loads considerably in retirement, says Morningstar's Christine Benz.

  3. The Friday Five

    Five stats from the market and the stories behind them. This week: a shakeup in J.C. Penney's board, the DOJ seeks to ground a major airline merger, and BlackBerry mulls a sale.

  4. Key Factors in the IRA Debate

    Financial-planning expert Michael Kitces explains why investors need to analyze current and future tax rates, RMDs, and estate plans when weighing options between Traditional and Roth IRAs.

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