Switcheroo: Is tax swap best move?

Thanks to the American Taxpayer Relief Act of 2012, most people now can convert their 401(k) accounts to Roth 401(k) accounts at any time.

Broker bonuses raise flags

If your broker recently switched firms and is trying to entice you to follow, you might want to find out why before you make the move.

Commercial real estate has a solid future

Improved fortunes of retailers and a growing preference for renting over home purchase mean that now might be a good time to invest in those kinds of commercial property, according to PricewaterhouseCooper’s December 2012 Real Estate Investor Survey.

ETF providers change indexes

An increasing number of index exchange-traded funds are switching indexes to save themselves money, but those changes might leave you with a slightly different investment.

IPOs require patience

An October 2012 study by Stanford Graduate School of Business professor Shai Bernstein shows that investing in companies’ initial public offerings isn’t a short-term endeavor.

New option on home-office deductions

If you spend hours keeping meticulous records so you can deduct your home-office expenses on your taxes, you might be in for a break next year.

Warner’s playbook: Smarter ways to give

Former National Football League quarterback Kurt Warner has made charitable giving a big part of his retirement, but you don’t need a star athlete’s income to follow his game plan.

New mortgage rules looming

If you are thinking of buying a home and have a lot of debt or are self-employed, you should consider buying in 2013 before rules go into effect.

Off target on funds

Target-date funds are a convenient way to put your investments on autopilot, but they’re becoming more difficult to find.

Renovating your nest egg

Homeowners were projected to spend $120.7 billion on remodeling in 2012, which would represent an increase of 5.9 percent compared with 2011 and the most spending since 2007, according to Joint Center for Housing Studies of Harvard University.

Women make you richer

If the company in which you hold stock has at least one woman on the board of directors, your stock is likely to outperform those of companies that have all-male boards, according to an August 2012 study by Credit Suisse Research Institute.

Annuity insurers push lump sums

You did your part: You saved your money, planned ahead and bought a variable annuity to enjoy a steady stream of payments.

Checking into hospitals

Although the cost of going to the doctor continues to rise, one way to offset the hole that’s in your pocket might be to invest in hospital stocks.

Retail stocks on rise

With stronger personal finances and rising employment numbers, consumers are more in the mood to shop.

Mark Cuban: No stock boy

Mark Cuban might be a professional risk-taker, but this well-known entrepreneur has a surprising recommendation for investors: “The best investment advice I can give anyone is to spend no time on the stock market.”