Table of Contents

Issue Date: January 6, 2013


More fiscal challenges on the horizon

By Mark Schoeff Jr.

Legislation approved by Congress last week to avert hundreds of billions of dollars in tax increases and spending cuts may turn out to be the easy part of addressing the country's fiscal challenges. By the end of next month,

Roth 401(k) switch is a good deal for younger taxpayers sitting on cash

By Darla Mercado

The Senate's decision to lift restrictions on Roth 401(k) conversions will be a boon to select individuals — those who can afford the tax bill now and whose employers have a Roth plan in place. A key to the American Taxpayer

Permanent AMT fix protects millions of middle-class taxpayers

By Mary Beth Franklin

The patch ends here. As part of the fiscal cliff negotiations, Congress agreed to boost the level of alternative-minimum-tax exemption retroactively for 2012 and to index future exemption levels to keep pace with inflation.


A plan to rein in spending is needed

Financial advisers can cheer on behalf of some of their clients — individuals with annual income below $400,000 and couples below $450,000 — but they shouldn't cheer too loudly or too long.

Letters to the Editor

IRA Alert

Investment Strategies

Retirement Watch

Investment Insights

News for Financial Advisers

Technology Update