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May 28, 2014

"Avoid these mistakes on Social Security and selling investments"

If I were made Education Czar I'd be sorely tempted to require all citizens to take 5 to 10 hours instruction in the US tax code. It's fairly amazing that a 62- year-old could write an advice columnist and ask this:

I just sold a portion of a mutual fund for a $30,000 gain that is in the bank for the time being. How long do we have to reinvest without paying a capital gains tax?

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