Cordant Wealth Partners

JANUARY 28, 2021

Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Let’s dive in.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Cordant Wealth Partners

NOVEMBER 20, 2020

409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. As a participant in your company’s deferred compensation plan, you’ve become an unsecured creditor of your company. The Benefits of Deferred Compensation Plans. Let’s dive in. Behold the power of compounded tax-free gains!

Compensation Planning 52

Compensation Planning Taxes Distribution Retirement 52

Cordant Wealth Partners

OCTOBER 25, 2021

What’s the Risk of the Intel SERPLUS Plan? As a non-qualified deferred compensation plan, your SERPLUS account is, by rule, an unsecured liability of Intel. This is the primary risk and the main drawback of participating in the deferred compensation plan. Your investment allocation in the SERPLUS account.

Compensation Planning 52

Compensation Planning Distribution Taxes Planning 52

Cordant Wealth Partners

DECEMBER 2, 2022

Typically, Intel offers as part of a layoff package a certain number of weeks of pay plus payout of earned benefits and bonus. Severance pay: Severance at Intel is typically structured as a fixed number of weeks + weeks based on the length of service. This is in addition to the accelerated vesting provided by Intel retirement rules.

Planning 52

Planning Retirement Taxes Accounting 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

This means that for those contributing the maximum of $19,500, Microsoft would contribute another $9,750 towards your retirement savings. Planning opportunities with the 401k: Maximize your contributions to get the maximum employer match. at retirement or upon leaving the company. 2021 could be your last chance to participate.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

This means that for those contributing the maximum of $19,500, Microsoft would contribute another $9,750 towards your retirement savings. Planning opportunities with the 401k: Maximize your contributions to get the maximum employer match. The Mega Backdoor Roth 401(k) is a fantastic way to boost your retirement savings.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52