Cordant Wealth Partners
SEPTEMBER 5, 2022
Every November, the Microsoft Deferred Compensation Plan (DCP) opens for enrollment and salary deferral elections for the upcoming year. And every year, we hear similar questions from those eligible to allocate money into a deferred compensation plan. What’s the Risk of the Microsoft Deferred Compensation Plan?
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. Next, let’s take a look at how to quantify that risk.
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Cordant Wealth Partners
OCTOBER 25, 2021
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. This is the primary risk and the main drawback of participating in the deferred compensation plan. Concerned about your risk in the SERPLUS plan?
Walkner Condon Financial Advisors
JUNE 27, 2023
Review the documentation to understand what you might owe back to the employer. Deferred compensation plans. If you have elected to defer part of your compensation via a Nonqualified Deferred Compensation plan (NQDC), your payout will still follow your initial election unless the plan has a provision of early termination.
Walkner Condon Financial Advisors
JUNE 27, 2023
Review the documentation to understand what you might owe back to the employer. Deferred compensation plans. If you have elected to defer part of your compensation via a Nonqualified Deferred Compensation plan (NQDC), your payout will still follow your initial election unless the plan has a provision of early termination.
Zoe Financial
FEBRUARY 14, 2023
Tee Time – Planning Ahead Maximize The Tools Available to You Planning ahead is essential for successful tax filing. Gathering all your documents and receipts before filling out any form is necessary housekeeping to ensure that everything gets noticed during the tax-paying process. Growing tax deferral.
Cordant Wealth Partners
AUGUST 16, 2024
Document Your Current Assets (In One Place) Once you have documented what you are trying to achieve (your objectives and goals) the next step is understanding what assets you already have in place to achieve these. However, I recognize it often takes a big decision like this to force the process.) But often that’s not the case.
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