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  1. Moat-Building Mergers

    Strategic deals at GE and Oracle will support their wide moats, while AbbVie aims for tax relief in its bid for Shire.

  2. 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.

  3. 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.

  4. Retirement Prepping for the Fiscal Cliff

    Financial columnist Gail MarksJarvis lays out planning strategies for taxes, Social Security, Medicare, and more, that retirees and pre-retirees should keep in mind amid U.S. budget uncertainty.

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