Cordant Wealth Partners

NOVEMBER 20, 2020

Initially, with top marginal tax rates as high as 90 percent in the 1960s and 70 percent in the 1970s, these plans’ primary benefit was to shift income into lower-tax, retirement years. Of course, this comes with the risk of your company not being around to make good on its deferred compensation obligations in 10 or 20 years.

Compensation Planning 52

Compensation Planning Taxes Distribution Retirement 52

Cordant Wealth Partners

JANUARY 28, 2021

Deferring taxes one year before retirement and then over a 10-year distribution schedule has value, but deferring taxes for 20 years (allowing your money to grow pre-tax) has a lot more value. Of course, this comes with the risk of your company not being around to make good on its deferred compensation obligations in 10 or 20 years.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

The Big Picture

APRIL 11, 2023

And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. And I think, in a sense, to complete the story, you need to bring in what happened in 2009, in fact, the previous decade to these FAANG stocks — RITHOLTZ: Which was amazing. But Amazon had a great run, Bezos retires.

Valuation 292

Valuation Education Numbers Government 292

Sara Grillo

SEPTEMBER 12, 2022

Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. 2009, January 20.) About John “JR” Robinson. Accountant-Lawyer Alliance. Trone, Don.

CFP 80

CFP Financial Planner Ethics Financial Planning 80