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8min chapter
What Do Investors Underrate?
Motley Fool Money
Navigating Capital Losses and Retirement Strategies
This chapter provides insights on managing capital losses from stock sales, highlighting tax loss harvesting as a strategy to offset income. It discusses the importance of personal financial situations in terms of gifting funds, contributing to a Roth IRA for children, and the implications of Social Security benefits on retirement. The chapter also compares the advantages of rolling over a 401(k) into an IRA versus keeping it in a 401(k), emphasizing investment diversity and retirement planning.
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Discover
highlights
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