Cordant Wealth Partners

JANUARY 28, 2021

Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Let’s dive in.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Harness Wealth

NOVEMBER 12, 2024

However, by 2026, the exclusion amount will revert back to its pre-2018 level of about $5 million (or around $7 million adjusted for inflation) per individual, unless new legislation is passed, or the TCJA is extended. In 2025, the lifetime gift tax exclusion will rise to $13.99 million ($27.98 million if you are married filing jointly).

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. Insurance is opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Cordant Wealth Partners

OCTOBER 25, 2021

Bonus : 1–75% of Bonus and Commission Income (APB, ICAP bonus, commissions). 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. Executive benefits, including deferred compensation plans, survived intact.

Compensation Planning 52

Compensation Planning Distribution Taxes Planning 52