Walkner Condon Financial Advisors

JUNE 27, 2023

Severance pay is taxable and will be included on your W-2 for tax purposes. Expect federal and state taxes to be withheld. You should assess your healthcare situation, insurance needs, and the financial impact of utilizing such an account. Revisit the budget. Deferred compensation plans.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Severance pay is taxable and will be included on your W-2 for tax purposes. Expect federal and state taxes to be withheld. You should assess your healthcare situation, insurance needs, and the financial impact of utilizing such an account. Revisit the budget. Deferred compensation plans.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Zoe Financial

MARCH 22, 2023

Establishing Retirement Income Sources The first step is to set a budget and know how much will go into it. Not all income is created equal – and different income sources also carry other consequences , especially regarding taxes. However, this is a mistake. Pensions used to be how almost everyone retired.

Retirement 52

Retirement CFP Taxes Accounting 52