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Retirement Planning: What Will Work Best for You?

Your Richest Life

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. You can use multiple accounts to help boost your savings.

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

Click here and contact us for more information. Consider working with a qualified tax professional to implement these strategies effectively and stay current with tax law changes.

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Enhancing An Intriguing Pair Trade

Random Roger's Retirement Planning

It's a deferred compensation plan on what would have been a $5 million salary in 1999. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. Closing out, July 1st is Bobby Bonilla Day.

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Microsoft’s 401(k) Retirement Plan Details

Cordant Wealth Partners

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.

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How Does Microsoft Compensation Work?

Cordant Wealth Partners

While you get no tax deduction today for these additional contributions, the power of the Roth account is that the money grows tax-deferred and is tax-free when you pull it out at retirement. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.

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Microsoft Compensation and Benefits Guide for 2021

Cordant Wealth Partners

While you get no tax deduction today for these additional contributions, the power of the Roth account is that the money grows tax-deferred and is tax-free when you pull it out at retirement. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.

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Maximizing the Value of Your Equity Compensation: A Guide to Making the Right Choice for You

Zajac Group

All that thinking can backfire if “TMI” (too much information) prevents you from proceeding. Can’t decide how to decide what to do with your equity compensation? Simplifying the Equity Compensation Complexities: Keep, Spend, or Save it. You may fear you’ll do something wrong and miss out. Still undecided?

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