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Personal Finance (Not Investing) • The Ugly side of cash balance plans

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I'd have a lot more in that plan if it could have gone to equity.
I note again briefly that if you are not 100% stock in general, then you can hold less in non-stock elsewhere to compensate for your holdings in such a plan.
True, and that's how I handled it.

Statistics: Posted by alfaspider — Mon Sep 01, 2025 9:54 am — Replies 18 — Views 2018



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