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Retirement Accounts

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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Using Retirement Accounts

Answering retirement account questions, including whether diversification is more important than fees, how the Secure Act 2.0 affects you, and whether you should roll multiple accounts into one.

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