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A deferred compensation plan is a retirement plan that allows employees to defer some of their compensation to a later date. Common types you may already be familiar with are 401(k) and 403(b) plans. If you are a key employee, however, your employer may offer one or more nonqualified deferred compensation plans (NQDC’s). NQDC plans […]
The wealth management industry will undergo monumental shifts in the next ten years. Consumers today increasingly use Skype or FaceTime to discuss personal matters and connect with friends and family globally. Factors such as evolving new customer segments and rapid technological advancements are why virtual financial advisors are the new normal. Large global wealth management […]
Many Baby Boomers are learning about retirement readiness first-hand during the Covid-19 pandemic. Factors such as layoffs, health, disability, and technology are why Baby Boomers are retiring in their early 60’s. Decisions in retirement around Social Security, (long-term) health care, and taxes need careful planning. The pandemic’s effects continue to ripple and are still unknown despite vaccine rollouts. The […]
Tax planning strategies are an essential component to maximizing retirement income. And the more income you have, the more you get to spend or pass down to your heirs. There are a lot of retirement tax planning articles out there. But our goal is to provide more of a “how-to” so you aren’t just relying […]
Last year we experienced the most legislation impacting retirement planning since 2006. If you are approaching retirement, you need to know how the SECURE Act changes retirement planning. The COVID-19 pandemic resulted in congress passing the CARES Act, SECURE Act, and the Consolidated Appropriations Act. The SECURE Act (along with a series of tax-extenders) was […]
We all have a number of goals in life that we want to accomplish and saving for retirement is a priority for everyone. During our working years, we are trying to produce income and accumulate wealth. We grow our businesses and advance our careers. Asset purchases like homes and cars are made. We save for […]
The United States has one of the most complex tax systems in the world. This guide to U.S. taxes will familiarize you with the types of taxes Americans pay. Raising revenue for the federal government is the primary purpose of our tax system. It comprises 40 percent of all money the U.S. Treasury takes in. Roughly half of all tax revenue is in the form of income tax. Yet, there are many different types of taxes that Americans pay. The better you can understand taxes, the more you can reduce taxes.
Are you prepared to overcome the 3 biggest obstacles in retirement? Our free RetireNow™ Checkup will tell you where you currently stand and how to:
Retirement planning is inherently complex and confusing. Satori Wealth Management guides clients through a robust 5-step RetireNow™ Checkup that prepares clients to make confident, informed retirement decisions so they can enjoy rich, fulfilling lives doing what they love to do… not what they have to do.
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