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.

Compensation Planning 147

Compensation Planning Clients Planning Wealth Advisor 147

Carson Wealth

JULY 19, 2022

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .

Executive Compensation 110

Executive Compensation Compensation Planning Planning Insurance 110

Harness Wealth

NOVEMBER 12, 2024

Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. GET STARTED 1.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Darrow Wealth Management

NOVEMBER 17, 2022

The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., Considering tax planning strategies to reduce the impact of the new MA surtax. the taxable gain is $1.7M.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Zoe Financial

MARCH 22, 2023

What comes to mind when thinking about retirement? By understanding the inner workings of retirement income, you can enjoy retirement without worrying about finances. The starting point is understanding your retirement needs and how you’ll pay for them. The last thing you should do is worry about your finances.

Retirement 40

Retirement CFP Taxes Accounting 40

Nationwide Financial

MARCH 6, 2023

While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. Defer income Clients may consider putting off asset sales or delaying receipt of other income until next year to reduce 2023 taxable income.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

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.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52