Compensation Planning Retirement Sales 
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.
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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.
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.
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.
Harness Wealth
MARCH 11, 2024
Retirement contributions Individuals can take advantage of various tax-related retirement planning strategies to reduce their taxable income today and post-retirement. These taxes can include state and local property taxes, income taxes, and sales taxes.
Zajac Group
JANUARY 10, 2023
Needs: If you need the stock’s current value to fund your current lifestyle or eventual retirement, think carefully about whether you can afford to continue putting that present value at risk. Whatever your metric, or whatever your plan calls for, evaluating how much equity you want to keep is one step in the plan.
Expert insights. Personalized for you.
147 
Let's personalize your content