Abnormal Returns
JUNE 17, 2024
citywire.com) Advisers Compensation plans should align with your firm's overall goals. theconversation.com) On the ins and outs of health insurance for the pre-Medicare crowd. (citywire.com) Most advisers have not implemented a direct indexing option. thinkadvisor.com) Why couples could benefit from separate AND joint accounts.
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 post, we cover three ways you can reduce the risk you have in your deferred compensation plan (DCP) for those that have a substantial portion of their net worth tied up in deferred compensation. 409(a) Nonqualified Deferred Compensation plans present a fantastic way to defer taxes and build net worth.
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.
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. The Benefits of Deferred Compensation Plans. The Risks of Deferred Compensation Plans.
Cordant Wealth Partners
JANUARY 28, 2021
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. The Risks of Deferred Compensation Plans. Let’s dive in.
Cordant Wealth Partners
SEPTEMBER 27, 2021
In this article, we’ll group your benefits at Microsoft into the following categories: Compensation : Salary, Bonus, and RSUs. Savings Opportunities : 401(k), the Mega Backdoor Roth 401(k), ESPP, and Deferred Compensation. Insurance & Health Benefits. Compensation at Microsoft. Health, Vision and Dental Insurance.
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