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.

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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

Sara Grillo

SEPTEMBER 12, 2022

A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time. 2019, July 30). At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients. About John “JR” Robinson. Accountant-Lawyer Alliance.

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CFP Financial Planner Ethics Financial Planning 80