Cordant Wealth Partners

NOVEMBER 20, 2020

409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. You willingly forgo income today with the faith that your company will survive many years into the future to make good on this liability to you—all for a tax benefit that tips the odds in your favor. The Benefits of Deferred Compensation Plans.

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Cordant Wealth Partners

OCTOBER 25, 2021

What’s the risk of the Intel SERPLUS plan? Second, what’s the magnitude of the tax benefit from deferring income? Intel SERPLUS Contribution Scenario and Tax Calculator (excel download). Intel’s SERPLUS (Deferred Compensation) program is available to employees at grade level 10 or higher. FREE RESOURCES.

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Zajac Group

MARCH 20, 2023

And yet, many recipients of equity compensation struggle to pull the trigger on this otherwise prudent practice. Here are a number of reasons we’ve seen. Reason #5 – Tax Tradeoffs: So much of equity compensation and the decision to sell (or not sell) is tied to income tax.

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Your Richest Life

APRIL 15, 2024

There are traditional and Roth 401(k)s, both differentiated by their tax benefits. Traditional 401(k) – Employee contributions reduce taxable income, but withdrawals in retirement are taxed. Like a 401(k), a 403(b) plan lets employees put some of their salary into an account, and it’s generally not taxed until it’s distributed.

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Cordant Wealth Partners

SEPTEMBER 9, 2022

Source: Levels.fyi Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. Microsoft Compensation: Bonuses Bonuses are paid annually in September at Microsoft and typically range from 0-40% of your base pay.

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Cordant Wealth Partners

SEPTEMBER 27, 2021

Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. The higher your level, the higher percentage of y our total compensation this cash bonus will represent. Stock compensation at Microsoft is offered via RSUs.

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Engineering Taxes Insurance Compensation Planning 52

Cordant Wealth Partners

AUGUST 16, 2024

Income Typically, Intel offers a certain number of weeks of salary, plus a payout of earned benefits and bonuses as part of a layoff package. Severance pay: Severance at Intel is typically structured as a fixed number of weeks + weeks based on the length of service. Tax planning for a transition out of Intel is critical.

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Planning Retirement Taxes Accounting 52

Carson Wealth

MAY 4, 2023

The intent of stock option compensation is to align the interests of the employees with that of the company: The employee’s compensation increases as the stock price increases. Stock options can be either qualified or non-qualified, and the primary difference is how they are taxed.

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Taxes Sales Planning Tax Planning 52

Cordant Wealth Partners

DECEMBER 2, 2022

Typically, Intel offers as part of a layoff package a certain number of weeks of pay plus payout of earned benefits and bonus. Severance pay: Severance at Intel is typically structured as a fixed number of weeks + weeks based on the length of service. Tax planning for a transition out of Intel is critical.

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Planning Retirement Taxes Accounting 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

Diamond Consultants

JUNE 28, 2023

In fact, in our most recent Transition Report for Advisors , we determined that wirehouses, regionals, and boutiques have all added a meaningful number of talent to their firms because each offered what advisors desired to achieve their goals with greater control. Yet he was unable to provide those services.

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Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients.

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