Nerd's Eye View
JUNE 14, 2024
Also in industry news this week: While an infusion of Private Equity (PE) capital has shaken up the RIA M&A market, the ultimate implications for advisors, their clients, and the PE firms themselves remain unclear A recent study has found that a significant portion of 'DIY' investors are open to working with a human advisor (and paying for the (..)
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.
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Cordant Wealth Partners
NOVEMBER 12, 2021
In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. Every November, the Microsoft deferred compensation plan opens for enrollment and salary deferral elections for the upcoming year. GM – June 2009 Chapter 11 bankruptcy.
Harness Wealth
DECEMBER 30, 2024
In this article, well examine the 83(i) election, its benefits and drawbacks, and whether its the right choice for you. Employers have the discretion to opt out of permitting 83(i) elections by declining to establish these conditions or explicitly excluding the election from equity compensation plans.
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.
Cordant Wealth Partners
NOVEMBER 20, 2020
409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. As a participant in your company’s deferred compensation plan, you’ve become an unsecured creditor of your company. This framework is specific to the Intel SERPLUS fund but can be generalized to any deferred compensation decision.
Darrow Wealth Management
NOVEMBER 17, 2022
Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events.
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