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Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

Cordant Wealth Partners

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. Behold the power of compounded tax-free gains!

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Siemens Deferred Compensation Elections for Former Employees of Mentor Graphics: 4 Steps to Consider

Cordant Wealth Partners

Siemens offers eligible employees a 409(a) Nonqualified Deferred Compensation Plan (DCP) which provides those employees with a fairly straightforward opportunity: willingly forgo income today for a tax benefit. Benefits of the Siemens DCP include tax benefits and the benefit of a company match. Tax Benefits.

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Should you cancel your CFP designation?

Sara Grillo

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. Return of organization exempt from income tax [Form 990]. 2019, July 30). Certified Financial Planner Board of Standards, Inc.

CFP 80
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Tax credits, including an expansion of child tax credits, are the second-largest provision in ARPA and account for $338B over the next ten years. These challenges may signal future challenges in passing other parts of President Biden’s agenda, especially tax increases. trillion for the decade between 2010 and 2019.

Clients 52
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Tax credits, including an expansion of child tax credits, are the second-largest provision in ARPA and account for $338B over the next ten years. These challenges may signal future challenges in passing other parts of President Biden’s agenda, especially tax increases. trillion for the decade between 2010 and 2019.

Clients 52