Random Roger's Retirement Planning

JULY 1, 2025

Eric Crittenden who manages the Standpoint Multi Asset Fund (BLNDX) sat for a podcast with Matt Zeigler and Jason Buck. They spent time on the struggles of managed futures and the matter of factness that no strategy will always work. Managed futures are a better diversifier but not weighted at 40% in place of bonds.

Compensation Planning 59

Compensation Planning Portfolio Management Assets 59

Diamond Consultants

JUNE 17, 2025

Its internal retirement program (ALFA) and competitive payout structure continue to appeal to seasoned advisors, even despite some significant changes to the 2025 compensation plan. But that deal structure, which once set UBS apart, has now been retired.

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Recruitment Wealth Management Compensation Planning Communication 52

Diamond Consultants

JUNE 3, 2025

A guide to recognizing the emotions of the ongoing disruption in the wealth management world and using them as a catalyst for growth. In the wealth management world, change isnt just an inevitable event that occurs as a normal part of business. Its far more personal than most advisors imaginethat is, until it happens to them.

Financial Advisor 52

Financial Advisor Compliance Wealth Management Compensation Planning 52

Darrow Wealth Management

NOVEMBER 17, 2022

Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., Considering tax planning strategies to reduce the impact of the new MA surtax.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Harness Wealth

NOVEMBER 12, 2024

Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. GET STARTED 1.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Cordant Wealth Partners

SEPTEMBER 8, 2022

As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! )

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Zoe Financial

MARCH 22, 2023

What comes to mind when thinking about retirement? By understanding the inner workings of retirement income, you can enjoy retirement without worrying about finances. The starting point is understanding your retirement needs and how you’ll pay for them. The last thing you should do is worry about your finances.

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Retirement CFP Taxes Accounting 40

Cordant Wealth Partners

SEPTEMBER 9, 2022

Microsoft Compensation: Salaries Like any company, your base salary at Microsoft is determined by your role and experience. Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. at retirement or upon leaving the company.

Taxes 52

Taxes Engineering Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. This means that for those contributing the maximum of $19,500, Microsoft would contribute another $9,750 towards your retirement savings. at retirement or upon leaving the company.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52

Sara Grillo

AUGUST 14, 2023

How large the extent of the conflict matters, as well as how it is managed and disclosed. If an AUM advisor is managing a $5MM account, and a client comes in and says, “I’m taking half of this to buy a commercial property”, the AUM advisor is essentially taking a 50% pay cut. And they are supposed to advise in your best interest?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Zoe Financial

FEBRUARY 14, 2023

A financial advisor can help you analyze your financial situation, maximize all your deductions, and provide personalized advice on managing taxes going forward. Retirement : If employed, you should save in your 401k or 403b. A financial advisor is like a golf coach. HSAs have three strong advantages: Savings with pre-tax dollars.

Taxes 52

Taxes Tax Planning Financial Advisor Planning 52

Zajac Group

JANUARY 10, 2023

Needs: If you need the stock’s current value to fund your current lifestyle or eventual retirement, think carefully about whether you can afford to continue putting that present value at risk. Whatever your metric, or whatever your plan calls for, evaluating how much equity you want to keep is one step in the plan.

Taxes 52

Taxes Planning Financial Planning Sales 52

Carson Wealth

JULY 19, 2022

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .

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Executive Compensation Compensation Planning Planning Insurance 112

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. What’s the Risk of the Microsoft Deferred Compensation Plan?

Compensation Planning 52

Compensation Planning Planning Distribution Accounting 52

Cordant Wealth Partners

NOVEMBER 12, 2021

In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. Every November, the Microsoft deferred compensation plan opens for enrollment and salary deferral elections for the upcoming year. Next, let’s take a look at how to quantify that risk.

Compensation Planning 52

Compensation Planning Planning Distribution Taxes 52

Nationwide Financial

MARCH 6, 2023

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Optimize retirement plan contributions The maximum allowable 401(k) contribution for 2023 is $22,500, with a $7,500 additional contribution, if the plan allows, for taxpayers who are 50 and over.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Darrow Wealth Management

MAY 9, 2025

How restricted stock awards are taxed 83(b) elections RSU vs RSA: differences between restricted stock awards and restricted stock units (RSUs) Performance stock grants vs restricted stock Restricted stock vs stock options Help managing equity compensation What is a restricted stock award (RSA)?

Taxes 85

Taxes Startup Wealth Management Planning 85

Walkner Condon Financial Advisors

JUNE 27, 2023

Retirement plans. Taking action on your former employer retirement plan usually isn’t going to be as top of mind as health insurance, filing for unemployment benefits, short-term cash flow, etc. Deferred compensation plans. hence why those topics are addressed earlier in the blog!).

Insurance 52

Insurance Insurance Coverage Compensation Planning Planning 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Retirement plans. Taking action on your former employer retirement plan usually isn’t going to be as top of mind as health insurance, filing for unemployment benefits, short-term cash flow, etc. Deferred compensation plans. hence why those topics are addressed earlier in the blog!).

Insurance 52

Insurance Insurance Coverage Compensation Planning Planning 52

Darrow Wealth Management

MAY 9, 2025

How restricted stock awards are taxed 83(b) elections RSU vs RSA: differences between restricted stock awards and restricted stock units (RSUs) Performance stock grants vs restricted stock Restricted stock vs stock options Help managing equity compensation What is a restricted stock award (RSA)?

Taxes 62

Taxes Startup Wealth Management Planning 62