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Archive for Category: Tax Planning

Why you need to know your finances, even if you trust your partner.

Why you need to know your finances, even if you trust your partner. 

This blog is for couples: new couples, elderly couples, married couples, loving couples, divorcing couples, in all cases, partners as it relates to finance. Let’s start with the (unfortunate) fact. There is something inevitable in any relationship. The end. Relationships, as we know them, come to an end....

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Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans...

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