Cordant Wealth Partners

NOVEMBER 12, 2021

In this post, we cover three ways you can reduce the risk you have in your deferred compensation plan (DCP) for those that have a substantial portion of their net worth tied up in deferred compensation. 409(a) Nonqualified Deferred Compensation plans present a fantastic way to defer taxes and build net worth.

Compensation Planning 52

Compensation Planning Planning Taxes Insurance 52

Diamond Consultants

JANUARY 21, 2025

But this question is a fair one, especially in light of the recent compensation plan announcement from UBS: Are the big firms delivering value commensurate with what they are charging? Many advisors experienced record years in 2023 and 2024. Stay because you have the ability to serve clients without limitation.

Recruitment 52

Recruitment Compensation Planning Clients Consulting 52

Harness Wealth

NOVEMBER 12, 2024

The 2024 contribution limit for a Roth IRA or traditional IRA is $7,000. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. For 2024, the FSA contribution limit is $3,200.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Harness Wealth

MARCH 11, 2024

20 tax reduction strategies for high-income earners in 2024 Tax strategy is complex, and there are numerous ways of reducing taxable income depending on your situation. Here are 20 tax-efficient actions to consider when filing your taxes in 2024.

Startup 59

Startup Taxes Medical Retirement 59

Your Richest Life

APRIL 15, 2024

2024 contribution limit: $23,000 403(b) – A 403(b) plan is a retirement plan offered by public schools and some charitable organizations. Like a 401(k), a 403(b) plan lets employees put some of their salary into an account, and it’s generally not taxed until it’s distributed.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Harness Wealth

OCTOBER 8, 2024

As of October 9, 2024 If your firm provides comprehensive tax planning services, you’ll be better positioned to gain new clients in the Harness Marketplace compared to firms that mainly focus on tax preparation.

Taxes 52

Taxes Clients Tax Planning Healthcare 52