Darrow Wealth Management

NOVEMBER 17, 2022

Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Taxpayers considering this approach are strongly advised to consult a CPA or tax attorney. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Recognize the gain now.

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Taxes Wealth Management Tax Planning Planning 95

Cordant Wealth Partners

SEPTEMBER 7, 2022

Please note that converting existing after-tax dollars to Roth could result in taxes being due, so please consult with your tax professional before making this request to understand the magnitude.) Should I contribute to my Deferred Compensation Plan (DCP) or the Mega Backdoor Roth?

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Taxes Accounting Compensation Planning Retirement 52

Zoe Financial

MARCH 22, 2023

Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. Disclosure: This blog is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Retirement 52

Retirement CFP Taxes Accounting 52

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Carson Wealth

MAY 4, 2023

Liam and Dana were not planning on owing taxes that year and are forced to tap into their emergency savings to cover the tax liability. If Liam had consulted a financial planner or tax advisor when granted the ISOs, proper planning may have made the liability more palatable.

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Taxes Sales Planning Tax Planning 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

At Cordant, over our decades of experience working with Tech professionals, we’ve built expertise on the various industry benefits plans and how our clients can take advantage of them, which we’ll get to below. But, if you need any help, you can schedule a free consultation here. 10 years, 15 years, etc.),

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Engineering Taxes Insurance Compensation Planning 52

Zoe Financial

FEBRUARY 14, 2023

Income Reduction : Your employer may offer a deferred compensation plan that allows you to postpone approximately 10% of your salary or a bonus. Disclosure: This blog is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Taxes Financial Advisor Tax Planning Planning 52