Compensation Planning Portfolio Retirement Planning 
Getting Your Financial Ducks In A Row
MARCH 10, 2025
Many of us are covered by one or more types of defined contribution retirement plans, such as a 401(k), 403(b), 457, or any of a number of other plans. What many of these plans have in common is that they are referred to as Cash Or Deferred Arrangements (CODA), as designated by the IRS. So, what should you do about this?
Nerd's Eye View
JUNE 14, 2024
Also in industry news this week: While an infusion of Private Equity (PE) capital has shaken up the RIA M&A market, the ultimate implications for advisors, their clients, and the PE firms themselves remain unclear A recent study has found that a significant portion of 'DIY' investors are open to working with a human advisor (and paying for the (..)
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Zoe Financial
JUNE 20, 2025
Have I reviewed my portfolio for tax-smart strategies like direct indexing or loss harvesting? FAQs: Understanding the Basics How much should I contribute to my retirement plan? High earners often use multiple vehicles, like IRAs, taxable accounts, or deferred compensation plans.
Random Roger's Retirement Planning
JULY 1, 2025
Combining stocks with managed futures creates what Eric has previously described as being an all-weather portfolio. Each portfolio is 60% S&P 500, 40% in the ticker symbol used to name the portfolios. The struggle is a much smaller issue at 5-10% of a portfolio than 40% of a portfolio. I agree up to a point.
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. The Plan is subject to change by Microsoft.
Zajac Group
JANUARY 10, 2023
The Thought Process: Again, at some point, it often makes good sense to sell some of your company equity (which exposes you to single-holding risk) and direct the proceeds into a diversified portfolio. But for the entire portion you plan to invest long-term, we believe sooner is better. Your plans can then drive your tactics.
Sara Grillo
AUGUST 14, 2023
in Financial and Retirement Income Planning from The American College of Financial Services, where he was named the Sievert-Sternberg Doctoral Research Fellow, and is currently pursuing a Doctor of Criminal Justice degree from Northcentral University. Lee holds a Ph.D.
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