Compensation Planning, Investment Advisor 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 Compensation Planning

Intel Severance Package: Your Complete Guide & Action Plan

Cordant Wealth Partners

DECEMBER 2, 2022

It’s important to note, severance payouts are taxed, and taxed as ordinary income in the year of payout. So, if you separate from the company near the end of the year, earning both a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. 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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