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Simplify Your Investments

The Meaningful Money Personal Finance Podcast

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Is There a Market Value Adjustment With Profits?

You don't get many with profits. That's the only thing with profit bonds. You tend not to get them in that same form anymore. But you can sometimes just get differences between fund and transfer values. There are certain wealth managers that shall not be named where you can invest with them but if you take your money out in the first six years, they'll penalize you. God be careful.

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