Compensation Planning Financial Advisor Retirement Planning Tax Planning 
Darrow Wealth Management
NOVEMBER 17, 2022
Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Considering tax planning strategies to reduce the impact of the new MA surtax. But for others, there might be some strategies to consider.
Cordant Wealth Partners
SEPTEMBER 9, 2022
For savvy Microsoft employees, this additional cash flow can be combined with other benefits (like the Mega Backdoor Roth 401k) to maximize your financial wealth. Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. at retirement or upon leaving the company.
Cordant Wealth Partners
SEPTEMBER 27, 2021
This additional cash flow can, for savvy Microsoft employees, be combined with other benefits (like the Mega Backdoor Roth 401k) to maximize your financial wealth. Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. at retirement or upon leaving the company.
Expert insights. Personalized for you.
95 
Let's personalize your content