Nationwide Financial

MARCH 6, 2023

Informally fund nonqualified deferred compensation plans If the business has a nonqualified deferred compensation plan for key employees, it may make sense to informally fund that plan in 2023 to ensure the company has the cash flow to meet the future obligation.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

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 an employee under 50, the maximum pre-tax 401(k) contribution is $19,500, which Microsoft would then match with its contribution of $9,750.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

Incorporate tax planning with your RSU vesting schedule to minimize taxes. 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. 2021 could be your last chance to participate.

Engineering 52

Engineering Taxes Insurance Accounting 52