Compensation Planning Portfolio Taxes 
Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.
Cordant Wealth Partners
NOVEMBER 12, 2021
In this post, we cover three ways you can reduce the risk you have in your deferred compensation plan (DCP) for those that have a substantial portion of their net worth tied up in deferred compensation. 409(a) Nonqualified Deferred Compensation plans present a fantastic way to defer taxes and build net worth.
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Getting Your Financial Ducks In A Row
MARCH 10, 2025
Since you are not taxed on each dollar that has been deferred into the retirement account, your “take home” pay only reduces by the amount that is left over after taxation. For example, if you’re in the 25% income tax bracket, generally your income will only reduce by 75¢ for every dollar that you defer into your retirement plan.
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.
Zoe Financial
JUNE 20, 2025
Getting Started: What First-Time Planners Should Know Even for seasoned investors, key decisions around taxes, estate structure, and long-term income planning can carry significant implications. She wants to minimize taxes while aligning her legacy with charitable values.
Zajac Group
MARCH 20, 2023
It’s loosely defined as holding a significant portion of wealth in a single stock, which could result in an inappropriately diversified portfolio. The concern for investors is that the lack of a diversified portfolio increases the risk that a substantial portion of your investment might be meaningfully reduced or eliminated in short order.
Cordant Wealth Partners
NOVEMBER 20, 2020
409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. You willingly forgo income today with the faith that your company will survive many years into the future to make good on this liability to you—all for a tax benefit that tips the odds in your favor. The Benefits of Deferred Compensation Plans.
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