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Enhancing An Intriguing Pair Trade

Random Roger's Retirement Planning

Obviously all four were much better in 2022 but not this year at the April lows. The max drawdown numbers all hit in August, 2022. MBB's max drawdown by itself came a little later in 2022 down 16.91%, the AGG max drawdown that year was 17.38% and iShares 10-20 Year Treasury ETF (TLH) bottomed out down 32%.

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Microsoft’s 401(k) Retirement Plan Details

Cordant Wealth Partners

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. The Plan is subject to change by Microsoft.

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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Taxachusetts is back. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M.

Taxes 111
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Microsoft Compensation and Benefits Guide for 2021

Cordant Wealth Partners

While you get no tax deduction today for these additional contributions, the power of the Roth account is that the money grows tax-deferred and is tax-free when you pull it out at retirement. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.

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How Does Microsoft Compensation Work?

Cordant Wealth Partners

While you get no tax deduction today for these additional contributions, the power of the Roth account is that the money grows tax-deferred and is tax-free when you pull it out at retirement. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.

Taxes 52
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

In 2022, 34 Scholars, advisors and former regulators spoke on ten panel on fiduciary issues to advisors, policy makers, consumers and the media. In August 2022, Kelly launched her own advisory firm, Brava Financial. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

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Culture From the Top Down: Executive Compensation Plans Explained

Carson Wealth

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .