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Deferred Compensation Four-Part Series – Part One: Deferred Compensation Plans 101

Deferred Compensation Four-Part Series – Part One: Deferred Compensation Plans 101

by Eric Courage | Jun 27, 2022 | Blog, Newsletter

Introduction: Deferred compensation plans are complicated, overlooked, underused. Yet, these plans are one of the best opportunities to save A LOT on taxes. Like a nuclear power plant, they’re old, misunderstood, and some only remember the few events when they’ve...
Bear Market Talk: “I Bet YOUR Clients Are Freaking Out Right Now.”

Bear Market Talk: “I Bet YOUR Clients Are Freaking Out Right Now.”

by Eric Courage | Jun 21, 2022 | Blog, Newsletter

I reached out to every client in our practice last week and many clients said something like: “I bet your other clients are freaking out right now. Eric, I’m fine. I’m a long-term investor.” Some even went a little further:   “How are you doing Eric?” “I’m sure you’re...

Recent Posts

  • Denver7 NEWS Interview: U.S. GDP drops for a second quarter as financial experts warn of looming recession
  • Deferred Compensation Four-Part Series – Part Four: Deferred Compensation: Financial Planning Opportunities and Tradeoffs
  • Deferred Compensation Four-Part Series – Part Three: Deferred Compensation Risks: Change of Control in Acquisition, Bankruptcy, and Irrevocability of Distributions and Investment Options
  • Deferred Compensation Four-Part Series – Part Two: Should I defer my compensation? How do I invest it?
  • Deferred Compensation Four-Part Series – Part One: Deferred Compensation Plans 101

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MARGIN is a flat fee-only wealth management firm in Denver, Colorado.

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501 South Cherry Street, Suite 1100
Denver, CO 80246
Email: [email protected]
Phone: 303-990-1504

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