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?
Zoe Financial
JUNE 20, 2025
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. Have I run scenario models that include medical and longevity risks? It depends on your income, timeline, and broader financial picture.
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Yardley Wealth Management
FEBRUARY 4, 2025
Key deductions include: Mortgage interest payments on primary and secondary residences Property tax deductions (subject to SALT limitations) Home office deductions for qualifying spaces Maximizing Retirement Account Benefits Take full advantage of tax-advantaged retirement accounts to reduce your current tax burden: Contribute the maximum allowed to (..)
Random Roger's Retirement Planning
JULY 1, 2025
It's a deferred compensation plan on what would have been a $5 million salary in 1999. With enough of a drop, just rebalance but looking at a 15% drop in a bond fund might not be easy to do. Closing out, July 1st is Bobby Bonilla Day. The Mets pay him what amounts to annual annuity payment of just over $1 million every July 1st.
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 (..)
Nerd's Eye View
MARCH 13, 2024
Specifically, USC Section 114 defines certain types of "retirement income" that can only be taxed by the states in which a person resides, which include qualified employer retirement plans and IRAs as well as nonqualified deferred compensation plans that are either paid out over a period of at least 10 years or structured as an excess benefit plan.
Your Richest Life
APRIL 15, 2024
Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. You can use multiple accounts to help boost your savings.
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