Beware of the Deferred Compensation Plan
If a deferred compensation plan a good idea? A nonqualified deferred compensation plan (NQDC) or supplemental executive retirement plan (SERP) allows executives to defer income
If a deferred compensation plan a good idea? A nonqualified deferred compensation plan (NQDC) or supplemental executive retirement plan (SERP) allows executives to defer income
With regular headlines reporting on the retirement savings shortfall facing many Americans, it may seem odd to consider whether it’s possible to save too much
A new job can be exciting: a fresh start, new title, and (hopefully) more money. But changing jobs also means navigating a new retirement plan
If a loved one has passed and you’re expecting to receive an inheritance, you may have a number of questions about the process; such as
If you’re receiving an inheritance you may be wondering about how it will be taxed. The tax treatment will ultimately depend on a number of
Updated for 2022. Business owners have several retirement plans to choose from. For small companies, the SEP IRA and Solo 401(k) are the most common.
Updated for 2022. The Simplified Employee Pension (SEP IRA) is a type of a Traditional IRA typically adopted by self-employed small business owners (sole proprietors, partnerships,
A popular strategy for investors changing employers is a 403(b) or 401(k) rollover to an IRA. But it doesn’t make sense in every situation and
Updated for 2022. Restricted stock units are equity grants from your employer. When granted, the shares have no tax or income implications as they are
If you get fired or laid off from your job, consider the options for your old 403(b). In most situations, rolling your 403(b) over to