Clients may be inclined to use a Section 409A valuation for gift tax purposes. After all, both valuations aim to determine ...

The Wisconsin Deferred Compensation Program (WDC) offers employees a strategic way to save for retirement by allowing them to set aside a portion of their salary aside to be paid out at a later date, ...

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...

Deferred compensation is a retirement savings plan that allows employees to set aside a portion of their income to be paid out at a future date, which is typically during retirement. The Nevada ...

We know offering a robust retirement plan helps attract and retain in-demand executives, reduce turnover expenses, and boost the bottom line. But far from being table stakes, your retirement offering ...

For decades, the 4% rule was considered a simple benchmark for retirement withdrawals. Developed in the 1990s by financial ...

Deferred compensation can be a valuable and useful tool for older employees closer to retirement. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor ...

Morgan Stanley has lost a court battle in its long-running fight to withhold deferred compensation from financial advisors who left the firm—opening the door for more than 100 advisors to move forward ...