Compensation Planning, Investment Advisor, Numbers and Tax Planning

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

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. Financial decisions should be tax- conscious vs tax- driven.

Taxes

Taxes Wealth Management Tax Planning Planning

Intel Severance Package: Your Complete Guide & Action Plan

Cordant Wealth Partners

DECEMBER 2, 2022

Typically, Intel offers as part of a layoff package a certain number of weeks of pay plus payout of earned benefits and bonus. Severance pay: Severance at Intel is typically structured as a fixed number of weeks + weeks based on the length of service. Tax planning for a transition out of Intel is critical.

Planning

Planning Retirement Taxes Accounting

Financial Advisor Source

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Intel Severance Package: Your Complete Guide & Action Plan

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