2019 Compensation Planning Tax Planning 
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.
Carson Wealth
MAY 4, 2023
To illustrate, let’s assume Liam and Dana have taxable income of $200,000 and traditionally pay around $20,000 in federal income taxes, all of which is withheld in payroll. As previous years have been relatively predictable, Liam and Dana are not concerned with tax planning.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Cordant Wealth Partners
SEPTEMBER 9, 2022
Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. The company has offered this benefit for a long time but substantially increased the hours it reimbursed in 2019.
Cordant Wealth Partners
SEPTEMBER 27, 2021
Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. For more balancing the risks of deferred compensation plans, see our post Three Risk Reduction Strategies for Deferred Comp Plans.
Cordant Wealth Partners
DECEMBER 2, 2022
It’s important to note, severance payouts are taxed, and taxed as ordinary income in the year of payout. So, if you separate from the company near the end of the year, earning both a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical.
Expert insights. Personalized for you.
52 
Let's personalize your content