Compensation Planning Reference Retirement 
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. How, you might ask?
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.
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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! )
Ballast Advisors
NOVEMBER 29, 2022
It’s common for businesses to court talented executives with a variety of perks, including signing bonuses, stock options, and nonqualified deferred compensation plans to supplement regular pensions and retirement savings.
Harness Wealth
MARCH 11, 2024
Retirement contributions Individuals can take advantage of various tax-related retirement planning strategies to reduce their taxable income today and post-retirement. By working with a tax professional, you can apply tax strategies to reduce your taxable income or defer paying taxes.
Zoe Financial
FEBRUARY 14, 2023
Retirement : If employed, you should save in your 401k or 403b. Income Reduction : Your employer may offer a deferred compensation plan that allows you to postpone approximately 10% of your salary or a bonus. Ideal tax strategies aim to reduce the tax drag as much as possible to ensure your money has more power to grow.
Cordant Wealth Partners
OCTOBER 25, 2021
What’s the Risk of the Intel SERPLUS Plan? As a non-qualified deferred compensation plan, your SERPLUS account is, by rule, an unsecured liability of Intel. This is the primary risk and the main drawback of participating in the deferred compensation plan. IBM is also shown for reference (See chart below).
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