Cordant Wealth Partners
SEPTEMBER 5, 2022
Every November, the Microsoft Deferred Compensation Plan (DCP) opens for enrollment and salary deferral elections for the upcoming year. And every year, we hear similar questions from those eligible to allocate money into a deferred compensation plan. Second, what’s the magnitude of the tax benefit from deferring income?
Cordant Wealth Partners
NOVEMBER 12, 2021
[Editor’s note: Information contained in this post is based off information for the 2021 DCP enrollment period. In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. Second, what’s the magnitude of the tax benefit from deferring income?
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Cordant Wealth Partners
NOVEMBER 12, 2021
In this post, we cover three ways you can reduce the risk you have in your deferred compensation plan (DCP) for those that have a substantial portion of their net worth tied up in deferred compensation. 409(a) Nonqualified Deferred Compensation plans present a fantastic way to defer taxes and build net worth.
Nationwide Financial
MARCH 6, 2023
Even if a client believes they would not be subject to estate or gift tax under current law, you may want to re-examine the value of their assets to determine whether they exceed a lower exemption amount. Tax season has begun, and it’s not too early to think about planning for the 2023 tax year.
Harness Wealth
MARCH 11, 2024
As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill.
Cordant Wealth Partners
OCTOBER 25, 2021
[Editor’s note: Information contained in this post is current based on the 2022 guide for Intel SERPLUS open enrollment.]. What’s the risk of the Intel SERPLUS plan? Second, what’s the magnitude of the tax benefit from deferring income? Intel SERPLUS Contribution Scenario and Tax Calculator (excel download).
Your Richest Life
APRIL 15, 2024
There are traditional and Roth 401(k)s, both differentiated by their tax benefits. Traditional 401(k) – Employee contributions reduce taxable income, but withdrawals in retirement are taxed. Like a 401(k), a 403(b) plan lets employees put some of their salary into an account, and it’s generally not taxed until it’s distributed.
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