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Microsoft’s 401(k) Retirement Plan Details

Cordant Wealth Partners

As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. Tax-Deferred Investment Growth : Dividends, Interest and Capital Gains are not taxed within your 401(k) until retirement allowing your investment returns to compound faster.

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How To Afford a House These Days

Mr. Money Mustache

Although interestingly enough, they are only up about 10% since the last peak in early 2006, a full eighteen years ago! After all, this isn’t the first time FIRE has gone obsolete. So housing is a blow, but not a FIRE-extinguishing one. But guess what? If this stuff sounds daunting to you, it’s probably a sign that you need to do it more.

License 91
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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We were one of the last to get what’s called a value added license to the compus stat database. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account. These are the single largest pools of assets on the planet is the American retirement system. It goes so far.

Assets 173
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Transcript: Marta Norton

The Big Picture

And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments. NORTON: So 2005-2006 timeframe. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts.

Portfolio 130
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Transcript: Jonathan Miller

The Big Picture

And so it’s become more and more heated to the point where the appraisal subcommittee, which is allowed to monitor and review the appraisal foundation, the appraisal foundation is basically to maintain the verbiage of our license, our certification, what we’re supposed to do. Just revised the cover. ” MILLER: Yeah.

Sales 130
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Transcript: Corey Hoffstein on Return Stacking  

The Big Picture

This was the era, 2005, 2006, all of my friends were looking to get banking roles. Would you license these models to me? Now you just have a stampede of buying every single month and people being forced into markets as a retirement vehicle, right? Barry Ritholtz : That’s hilarious. Oh yeah, for sure.

Portfolio 147
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Transcript: Gretchen Morgenson

The Big Picture

And this was back in 2005 or 2006. Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. So corporate pensions that gave a worker a reasonable shot at a prosperous retirement. And these guys don’t like money sitting on a shelf.

Insurance 147