Assets Compensation Planning Document 
Zoe Financial
JUNE 20, 2025
The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs). Do I have a clear plan for RMDs and potential Roth conversions?
Harness Wealth
NOVEMBER 12, 2024
While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale. Find your next tax advisor at Harness today.
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Harness Wealth
DECEMBER 30, 2024
The key differences between 83(i) and 83(b) elections While both the 83(b) and 83(i) elections are tools for managing tax liabilities on equity compensation, they serve different purposes and have distinct rules. To file the election, employees should prepare documentation similar to a 83(b) election.
Cordant Wealth Partners
AUGUST 16, 2024
Document Your Current Assets (In One Place) Once you have documented what you are trying to achieve (your objectives and goals) the next step is understanding what assets you already have in place to achieve these. Evaluate Whether the Assets You Listed in Step 2 can Support Each Cash Flow.
Cordant Wealth Partners
DECEMBER 2, 2022
Document Your Current Assets (In One Place). Once you have documented what you are trying to achieve (your objectives and goals) the next step is understanding what assets you already have in place to achieve these. Intel Retirement Contribution Plan. SERPLUS (Intel’s deferred compensation account).
Cordant Wealth Partners
SEPTEMBER 8, 2022
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. trillion in assets and more than a third of total 401(k) assets.
Cordant Wealth Partners
SEPTEMBER 5, 2022
Every November, the Microsoft Deferred Compensation Plan (DCP) opens for enrollment and salary deferral elections for the upcoming year. And every year, we hear similar questions from those eligible to allocate money into a deferred compensation plan. What’s the Risk of the Microsoft Deferred Compensation Plan?
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