Nerd's Eye View

SEPTEMBER 23, 2022

From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market. A new designation is available for advisors looking to serve clients with nonqualified deferred compensation plans.

Financial Planner 246

Financial Planner Compensation Planning Compliance Insurance 246

Cordant Wealth Partners

JANUARY 28, 2021

Article Summary & Key Points. 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. Let’s dive in. Tax Benefits.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Harness Wealth

NOVEMBER 12, 2024

Deferred Compensation Plans Nonqualified Deferred Compensation (NQDC) plans allow high-income earners to defer a portion of their income to a later date, such as retirement, when they may be in a lower tax bracket. This article should not be considered tax or legal advice and is provided for informational purposes only.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. But if they are acting in the capacity of a broker or agent then they are not bound to follow the fiduciary standard.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Cordant Wealth Partners

OCTOBER 25, 2021

In this article, we cover everything you need to know about the Intel SERPLUS program for the upcoming enrollment period. Bonus : 1–75% of Bonus and Commission Income (APB, ICAP bonus, commissions). What’s the Risk of the Intel SERPLUS Plan? Executive benefits, including deferred compensation plans, survived intact.

Compensation Planning 52

Compensation Planning Distribution Taxes Planning 52