White Papers

Deferred Compensation

Essential Wealth Management Reads for Busy Executives: Deferred Compensation

by Phillip Hamman

Economic volatility and significant tax changes are making it increasingly difficult for high net worth individuals to protect their wealth and plan for retirement. In particular, if you are an executive with high earnings, 2013 tax changes may decrease your bottom line. Fortunately, additional contributions to a deferred compensation plan may help reduce tax consequences. In this paper, I’ll highlight how the interplay between income tax planning, asset protection, and portfolio allocation are essential to making balanced deferred compensation decisions.

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