Cordant Wealth Partners

SEPTEMBER 5, 2022

Every November, the Microsoft Deferred Compensation Plan (DCP) opens for enrollment and salary deferral elections for the upcoming year. And every year, we hear similar questions from those eligible to allocate money into a deferred compensation plan. What’s the Risk of the Microsoft Deferred Compensation Plan?

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Cordant Wealth Partners

NOVEMBER 12, 2021

[Editor’s note: Information contained in this post is based off information for the 2021 DCP enrollment period. In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. The Tech Employees Guide to Deferred Compensation (pdf). FREE RESOURCES.

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Cordant Wealth Partners

SEPTEMBER 27, 2021

Microsoft matches 50% of your contributions up to the annual IRS limit of $19,500 for 2021 (or $26,000 for those over 50, thanks to the additional $6,500 catch-up contribution). But, the IRS allows total contributions into a 401(k)—both pre-tax and after-tax—of $58,000 in 2021. 2021 could be your last chance to participate.

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Cordant Wealth Partners

OCTOBER 25, 2021

But before we get into these questions, we’ll start by laying out the specifics of Intel’s SERPLUS program and highlight any changes from 2021 when they are announced. Watch a replay of our Dec 2021 SERPLUS Webinar. What’s the Risk of the Intel SERPLUS Plan? Eastman Kodak – January 2021 Chapter 11 bankruptcy.

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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.

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Cordant Wealth Partners

SEPTEMBER 9, 2022

Microsoft Compensation: Savings Opportunities Microsoft 401(k) Like most companies, Microsoft’s 401(k) is one of the first accounts you should consider saving money into. But, the IRS allows total contributions into a 401(k)—both pre-tax and after-tax—of $58,000 in 2021. 2021 could be your last chance to participate.

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Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Dr. Jay is passionate about tax efficient wealth management and retirement planning, and is currently working towards setting up his financial planning and advisory practice.

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