Article Compensation Planning Retirement Planning 
Nerd's Eye View
JUNE 14, 2024
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 (..)
Cordant Wealth Partners
SEPTEMBER 8, 2022
As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. 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! )
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Darrow Wealth Management
NOVEMBER 17, 2022
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.
Cordant Wealth Partners
SEPTEMBER 27, 2021
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.
Cordant Wealth Partners
SEPTEMBER 9, 2022
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! at retirement or upon leaving the company.
Harness Wealth
MARCH 11, 2024
In this article, we’ll explore 20 tax-saving strategies you can consider to reduce your taxable income. Retirement contributions Individuals can take advantage of various tax-related retirement planning strategies to reduce their taxable income today and post-retirement.
Zajac Group
JANUARY 10, 2023
As we described in this ISO tax article , you can think of your equity compensation as another form of taxable payment for services rendered, or better yet, a bonus. Once you’ve got your buckets in place, you can more accurately develop action plans that align with your goals. Your plans can then drive your tactics.
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