Harness Wealth

NOVEMBER 12, 2024

HSAs give you an upfront deduction for the year of contribution, grow tax-free, and distribute tax-free, making them one of the most powerful tax-advantaged accounts. Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Let’s dive in.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

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.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Cordant Wealth Partners

OCTOBER 25, 2021

What’s the risk of the Intel SERPLUS plan? Finally, what distribution schedule should I elect? Bonus : 1–75% of Bonus and Commission Income (APB, ICAP bonus, commissions). Distribution options. You can elect to distribute your deferred compensation while still employed by Intel or after your employment ends.

Compensation Planning 52

Compensation Planning Distribution Taxes Planning 52