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retirement accounts

also referred to as: retirement account

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 9, 2025 by Eric Mogelof · across every show →

Everything said about retirement accounts, oldest first

Oct 9, 2025
Assertion Supported
Mogelof: US retirement accounts hold over $40 trillion in assets
“If you were to look at the retirement market in the United States today, there is more than 40 trillion dollars of assets in, quote, retirement accounts.”
Eric Mogelof Oct 9, 2025 ▶ 6:35 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Nov 24, 2025 bullish
Opinion
Kelly: Private Credit Yields Remain Attractive Post-Tax for Individual Investors
“If you look at the profile, the investments will often be put into a retirement account where taxes will be less the issue in factoring into the decision making. In other cases, even with A taxable account, the level of yield one can generate is oftentimes eve…”
Mike Kelly Nov 24, 2025 ▶ 28:02 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
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