Cordant Wealth Partners

NOVEMBER 20, 2020

409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. As a participant in your company’s deferred compensation plan, you’ve become an unsecured creditor of your company. The Benefits of Deferred Compensation Plans. The Risks of Deferred Compensation Plans.

Compensation Planning 52

Compensation Planning Taxes Distribution Retirement 52

Darrow Wealth Management

NOVEMBER 17, 2022

If you’re selling a business and can’t close before the end of the year, consider the pros and cons of an installment sale, to spread out the taxable capital gain over a number of years (potentially staying under the surtax limit).

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

Your Richest Life

APRIL 15, 2024

If you prefer a Roth, some 403(b) plans may also offer Roth accounts, and those contributions are tax-free when distributed. 2024 contribution limit: $23,000 457 plan – A 457(b) deferred compensation plan is available to the employees of some state and local governments and tax-exempt organizations.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Diamond Consultants

JUNE 28, 2023

In fact, in our most recent Transition Report for Advisors , we determined that wirehouses, regionals, and boutiques have all added a meaningful number of talent to their firms because each offered what advisors desired to achieve their goals with greater control.

Compliance 52

Compliance Recruitment Clients Compensation Planning 52

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. For example, 4 weeks + 1.5 weeks per year of service.

Planning 52

Planning Retirement Taxes Accounting 52

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

These contributions are credited to your Microsoft Deferred Compensation account on 9/15 for the prior period. The money is distributed per a pre-elected distribution schedule, typically either a set number of years (e.g., 10 years, 15 years, etc.), at retirement or upon leaving the company.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

These contributions are credited to your Microsoft Deferred Compensation account on 9/15 for the prior period. The money is distributed per a pre-elected distribution schedule, typically either a set number of years (e.g., 10 years, 15 years, etc.), at retirement or upon leaving the company.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52

Carson Wealth

MAY 4, 2023

Additionally, stock options are typically granted to management and C-suite employees whose base compensation levels may place the employees above the AMT threshold. Given the variety of factors that come into play, proper tax planning considers prior year exercises and future exercises and dispositions.

Taxes 52

Taxes Sales Planning Tax Planning 52

Zajac Group

MARCH 20, 2023

And yet, many recipients of equity compensation struggle to pull the trigger on this otherwise prudent practice. Here are a number of reasons we’ve seen. Scenario #2: Your goal is to retain some company stock for future growth, but reduce your concentration risk to less than 10%–15% (or whatever number is suitable for you).

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

Cordant Wealth Partners

SEPTEMBER 8, 2022

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.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52