Despite dire predictions, high earners caught a sizable break with the budget deal. Here's how.
When it comes to retirement benefits and survivor benefits, don't cross the streams
Actually, they can claim one type early and switch to the other later to maximize benefits
Instead of offending various interest groups, let's try making taxes easier to calculate
Pressure builds to scale back annual inflation adjustments
Older IRA owners can still direct distribution to charity
Marriage must last at least 10 years to claim Social Security benefits on ex-spouse
Many accelerating investment income ahead of expected rate hikes; 'The Fast and the Furious'
Even a self-professed expert gets it wrong sometimes
Munis look to be marginally unfavorable not because of state and city finance issues, but expected yields compared to other taxable bonds.
Why the levies on investment income and ordinary income should be the same
Distribution of wealth demonized, but research shows it works.
Vast majority believe fiscal cliff solution will include hike in taxes; not fans of the plans, however