Tax-Sheltered Wealth Building with Non-Qualified Deferred Compensation Plans (EDCP/NQDC)

Non-qualified deferred compensations plans (“EDCP/NQDC”) are benefits plans made available on a selective basis to certain executives and key personnel. Small business owners may also find great benefit in adopting NQDC plans. These plans can allow for tax-sheltered wealth building far in excess of standard 401k/403b plan limits, but they are not without certain drawbacks and limitations.

Read More

Executive Compensation Advanced Planning Strategies: Webinar, Part II

Scott and John Nersesian, Head of Advisor Education at PIMCO and faculty at the University of Chicago Booth School of Business, discuss advanced and detailed strategies for executives who are receiving equity-based compensation (stock options, restricted stock units (RSU), concentrated stock positions, and non-qualified deferred compensation (NQDC)).

Read More

Company Stock at All-time High: What Should Executives do Now?

Your company stock has recently rocketed to an all-time high. Should you sell your company stock? How much company stock is too much to hold? What financial planning strategies should be explored? Check out key factors you should consider before selling your company stock.

Read More