Search Results for: deferred benefits
Deferred comp: The amazing benefit no one is using
Deferred compensation is one of the most powerful tax minimization tools legally available. But because it’s uncommon, many executives don't know enough about how it works to take full advantage of the offering. This explainer can help ensure you don't miss out.
Mega backdoor Roths, explained
In this article, we’ll go over who qualifies for a mega backdoor Roth, how they work, and how they might fit into a holistic financial plan.
How to evaluate a pay and benefit package
The details in your benefits plan could help you create significant wealth in the long run.
Annual Financial Checklist
Use this checklist once a year to help evaluate how your life, priorities, and finances may have shifted. We can use your answers as a jumping off point in our next meeting.
How contingent fee attorneys can lower their taxes
Contingent fee attorneys fight hard for their clients, who are often victims of horrible accidents or other tragedies. But when it comes to paying taxes on those contingent fees, however, these attorneys become victims…of the progressive tax system.
Laid off? Don’t leave money on the table
Getting laid off tends to be an unpleasant experience. It can be made infinitely worse if you find yourself navigating complex financial questions as part of the process.
More money, new problems
While poverty is relative, making a good salary but feeling broke is more common than many of us realize. It’s something we help clients with at Quorum Private Wealth; we want to ensure that you make the most out of the money you earn. High earners aren’t just making mistakes that prevent them from becoming wealthy, we see families who’ve already built significant wealth make a few common mistakes, too.
