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Investing

What Is the 4% Rule?

Answering reader questions about the 4% rule and pensions, whether you should pay down your mortgage or invest, and how much you can use long-term capital losses to offset short-term capital gains.

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Investment Accounts

Answering reader questions about the tax implications of UTMA accounts, whether one doc should buy a pension or contribute to a 401(a), and whether you can put lawsuit winnings into a SEP-IRA.

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