Nerd's Eye View
FEBRUARY 25, 2025
Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.
Nerd's Eye View
SEPTEMBER 23, 2022
A new designation is available for advisors looking to serve clients with nonqualified deferred compensation plans. How advisors can pull off an event that can increase client loyalty and attract new prospects. How DPL Financial Partners’ growth is a sign of advisor interest in fee-based annuities.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Darrow Wealth Management
NOVEMBER 17, 2022
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. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Importantly, this new surtax won’t just apply to perennial high earners.
Harness Wealth
DECEMBER 30, 2024
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. This ensures employers maintain control over the application of 83(i) elections within their equity compensation plans.
Zajac Group
JANUARY 24, 2023
There is a reportable event, however, for figuring the AMT. For an Exercise and Hold of ISO (no sale): You should receive a Form 3921 from your employer, which you’ll use to report the event in the calendar year you exercise your options. For a Qualified Sale: Report the event in the calendar year of the sale.
Your Richest Life
APRIL 15, 2024
If you prefer a Roth, some 403(b) plans may also offer Roth accounts, and those contributions are tax-free when distributed. 2024 contribution limit: $23,000 457 plan – A 457(b) deferred compensation plan is available to the employees of some state and local governments and tax-exempt organizations.
Harness Wealth
NOVEMBER 12, 2024
The conversion from a Traditional IRA to a Roth IRA is a taxable event, with income taxes due on any pre-tax contributions and investment earnings converted. However, once your funds are in a Roth IRA, they can grow and be withdrawn tax-free during your retirement.
Expert insights. Personalized for you.
148 
Let's personalize your content