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901: Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, Etc.

Radical Personal Finance

00:00

Investing

In the early years of accumulation, what matters is amount of assets put into the portfolio and time left to cook in the market. But as the portfolio grows, the rate of return matters much more. If you have $100,000 of investments, the difference between a 5% annual return and a 7%. That's not much when you can make another $2,000 pretty easily in most cases.

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