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What is Microsoft’s 55/15 Retirement Rule?
Financial Planning Consilio Wealth Advisors 3/19/25 Financial Planning Consilio Wealth Advisors 3/19/25

What is Microsoft’s 55/15 Retirement Rule?

Thinking about early retirement? Microsoft's 55/15 retirement rule is a huge benefit you won’t want to miss out on.

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Disqualifying Dispositions in ESPPs
Financial Planning Alexander H. Dorell, CFA, CFP®, RICP® 3/6/25 Financial Planning Alexander H. Dorell, CFA, CFP®, RICP® 3/6/25

Disqualifying Dispositions in ESPPs

Participate in an employee stock purchase plan? Understanding the difference between qualifying and disqualifying dispositions can save you money and help you make smarter investment decisions.

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