Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. In 2025, the lifetime gift tax exclusion will rise to $13.99 million ($27.22
Cordant Wealth Partners
OCTOBER 25, 2021
It must be at least three years in the future, so 2025 or later for this year’s elections. The first year available is 2025. The first year available is 2025. What’s the Risk of the Intel SERPLUS Plan? As a non-qualified deferred compensation plan, your SERPLUS account is, by rule, an unsecured liability of Intel.
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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. A few have already been mentioned.
Cordant Wealth Partners
AUGUST 16, 2024
SERPLUS – Carrot Date: January 15 th If you are eligible for and have significantly contributed to Intel’s deferred compensation plan, there can be significant tax implications for retiring before January 15th if you have elected to have your deferrals (or some of your deferrals) be paid in the “year after retirement.”
Cordant Wealth Partners
SEPTEMBER 8, 2022
Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. There is also an option to invest in Microsoft Stock.
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