IRS Finally Answers After-Tax IRA Rollover Question
Can after-tax money in 401(k)s be converted to a Roth IRA tax-free? The IRS has the answer in a just-published guide.
How to Join 9,000 Taxpayers With Romney-Sized IRAs
If it seems impossible to amass a fortune in an IRA during your lifetime, think again.
Beware: ETN Pitfalls Abound
ETNs have a number of benefits, but also shortcomings, including credit risk and taxation. It's important that advisors weigh ETNs' pros and cons to make the right choice for clients.
20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
7 Ways to Avoid Picking a Bad Advisor
If a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
Safeguarding Retirement With 401(k) Plan In-Service Withdrawals
Little-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
Warren Buffett Talks to Senators Sometimes
Warren Buffett spoke to Sen. Orrin Hatch before investing in the Tim Hortons/Burger King deal. This is the sort of conversation legislators should be having.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
Beware of ‘Cliff’ in New York’s New Estate Tax Law
Wilmington Trust’s Sharon Klein considers some implications of the new state law, with one dangerous tax trigger at the edges.
Is Warren Buffett a Hypocrite on Taxes?
Hold the pickles, hold the lettuce, special tax deals don’t upset Warren Buffett, who's having it his way with the Burger King tax inversion.