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Could you retire at age 50?

Could you retire at age 50?

by | Aug 15, 2023 | Blog, Newsletter

    Could you retire at age 50? What if you had to? Over ½ of ALL workers could be forced into retirement by age 50, according to ProPublica, and the Urban Institute. No, there’s no way this would happen to you though, right?Clearly, it’s a less competitive...
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 Three: Deferred Compensation Risks: Change of Control in Acquisition, Bankruptcy, and Irrevocability of Distributions and Investment Options

by | Jul 3, 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...