Nerd's Eye View
MARCH 13, 2024
Specifically, USC Section 114 defines certain types of "retirement income" that can only be taxed by the states in which a person resides, which include qualified employer retirement plans and IRAs as well as nonqualified deferred compensation plans that are either paid out over a period of at least 10 years or structured as an excess benefit plan.
Walkner Condon Financial Advisors
JUNE 27, 2023
In many cases, we advise that clients have a supplemental life insurance policy in addition to whatever group life coverage that they have through their employer. Retirement plans. Deferred compensation plans. hence why those topics are addressed earlier in the blog!).
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Walkner Condon Financial Advisors
JUNE 27, 2023
In many cases, we advise that clients have a supplemental life insurance policy in addition to whatever group life coverage that they have through their employer. Retirement plans. Deferred compensation plans. hence why those topics are addressed earlier in the blog!).
Darrow Wealth Management
NOVEMBER 17, 2022
Some examples include: timing stock option exercises and sales (particularly around year-end), an 83(b) election, increasing pre-tax contributions to a retirement plan, evaluating a non-qualified deferred compensation plan , charitable endeavors, timing of withdrawals from an inherited IRA , alternate tax filing status, and so on.
Sara Grillo
AUGUST 14, 2023
The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.
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. The Plan is subject to change by Microsoft.
Nationwide Financial
MARCH 6, 2023
One strategy is to accumulate deductions that a client would normally take over 2 years into a single year. For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Don’t forget about the net investment income tax (NIIT), which is an additional 3.8%
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