2025 Compensation Planning Planning 
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. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.
Nationwide Financial
MARCH 6, 2023
For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. One strategy is to accumulate deductions that a client would normally take over 2 years into a single year.
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Cordant Wealth Partners
OCTOBER 25, 2021
What’s the risk of the Intel SERPLUS plan? 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? The four key Intel SERPLUS questions we hear. Your Beneficiaries.
Cordant Wealth Partners
AUGUST 16, 2024
Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. Tax planning for a transition out of Intel is critical. The reason January 15 th matters: If, for example, you retired on the 14 th of 2025, the “year after retirement” for SERPLUS would still be 2025.
Cordant Wealth Partners
SEPTEMBER 8, 2022
This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! ) The key benefits of any 401(k) plan (including Microsoft’s) include: Free Money : A company match on your contributions.
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