Taxes, Investments & You - Special Report

Taxpayers looking for ways to trim their 2011 tax bill, or simply to avoid unpleasant surprises when they file their returns, have a few weeks to make potentially helpful, money-saving moves.

Worries about municipal bond issue defaults have been overblown, obscuring the investment advantages of a once trusted debt instrument.

Personal income taxes are likely to rise as lawmakers grapple with the country’s deficit. That's why some investors are opting for Roth IRAs and betting on paying a lower tax rate now. Not so fast, experts say.

You don’t have to be Warren Buffett to leave money to your family in trusts. There are tools to assist those with even modest wealth to reduce tax exposure, and protect and transfer assets.

With 401(k)s, IRAs, Roth IRAs, and Social Security benefits, seniors have plenty to figure out when it comes to paying Uncle Sam.