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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

stocks, index funds) in taxable accounts, tax-inefficient assets (e.g., Monitor and Adjust for Tax Efficiency and Rebalancing: Periodically review and rebalance your asset location strategy to maintain your target asset allocation and adjust for any changes in tax laws or personal financial circumstances.

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Microsoft’s 401(k) Retirement Plan Details

Cordant Wealth Partners

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. The Plan is subject to change by Microsoft.