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From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market. A new designation is available for advisors looking to serve clients with nonqualified deferred compensationplans.
Also in industry news this week: While an infusion of Private Equity (PE) capital has shaken up the RIA M&A market, the ultimate implications for advisors, their clients, and the PE firms themselves remain unclear A recent study has found that a significant portion of 'DIY' investors are open to working with a human advisor (and paying for the (..)
In this article, well examine the 83(i) election, its benefits and drawbacks, and whether its the right choice for you. Employers have the discretion to opt out of permitting 83(i) elections by declining to establish these conditions or explicitly excluding the election from equity compensationplans.
Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events.
Article Summary & Key Points. Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred CompensationPlan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. Let’s dive in. Tax Benefits.
409(a) Nonqualified Deferred CompensationPlans present one of these opportunities. As a participant in your company’s deferred compensationplan, you’ve become an unsecured creditor of your company. This framework is specific to the Intel SERPLUS fund but can be generalized to any deferred compensation decision.
In the remainder of this article, we’ll share the types of tax clients in the Harness Marketplace and tips for building a Marketplace profile that stands out. This article should not be considered tax or legal advice and is provided for informational purposes only. This article is a product of Harness Tax LLC.
In this article, we cover how compensation at Microsoft works and how you can maximize your benefits. Like any major corporation, Microsoft offers a host of compensation programs and benefits to its employees. Savings Opportunities : 401(k), the Mega Backdoor Roth 401(k), ESPP, and Deferred Compensation.
And while the Microsoft benefits package can be quite valuable, in most cases, it does require a fair amount of time, planning, and intentionality to take advantage of them and incorporate them into your overall financial strategy. Planning opportunities with the ESPP: Enroll! Get the 10% bonus on your savings.
This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! ) The key benefits of any 401(k) plan (including Microsoft’s) include: Free Money : A company match on your contributions.
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. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. in English Language and Literature.
In this article, we cover what you need to know about the Microsoft Deferred CompensationPlan (DCP) for the upcoming enrollment period. Every November, the Microsoft deferred compensationplan opens for enrollment and salary deferral elections for the upcoming year. GM – June 2009 Chapter 11 bankruptcy.
In this article, we cover everything you need to know about the Intel SERPLUS program for the upcoming enrollment period. What’s the Risk of the Intel SERPLUS Plan? As a non-qualified deferred compensationplan, your SERPLUS account is, by rule, an unsecured liability of Intel. Your Beneficiaries. Personal Risk Factors.
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