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. Your investment allocation in the SERPLUS account.
Cordant Wealth Partners
NOVEMBER 20, 2020
409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. As a participant in your company’s deferred compensation plan, you’ve become an unsecured creditor of your company. The Benefits of Deferred Compensation Plans. The Risks of Deferred Compensation Plans.
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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.
Cordant Wealth Partners
SEPTEMBER 9, 2022
With all deferred compensation plans, it’s important to remember that they are unsecured liabilities and subject to the company’s credit risk. For more information on balancing the risks of deferred compensation plans, see our post, Three Risk Reduction Strategies for Deferred Comp Plans.
Cordant Wealth Partners
SEPTEMBER 27, 2021
With all deferred compensation plans, it’s important to keep in mind that they are unsecured liabilities and subject to the credit risk of the company. For more balancing the risks of deferred compensation plans, see our post Three Risk Reduction Strategies for Deferred Comp Plans. 10 years, 15 years, etc.),
Cordant Wealth Partners
DECEMBER 2, 2022
If you are eligible for and have significantly contributed to Intel’s deferred compensation plan, there can be significant tax implications for retiring before January 15th if you have elected to have your deferrals (or some of your deferrals) be paid in the “year after retirement.”.
Carson Wealth
MAY 4, 2023
Given the variety of factors that come into play, proper tax planning considers prior year exercises and future exercises and dispositions.
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