Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment by Chris Nyland & Steve...
11
6WHYH %URDGEHQW &KULV 1\ODQG )XOFUXP 3DUWQHUV //& IXOFUXPSDUWQHUVOOFFRP $ ' 9 $ 1 7 $ * ( 6 7 2 3 5( 7 $; ' ()(55$/ 2) , 1&20( LQ DQ 8 1&(57$,1 7D[ (QYLURQPHQW $ QHZ WUHQG LV XSRQ XV (PSOR\HHV ZKR RQFH URXWLQHO\ GHIHUUHG FRPSHQVDWLRQ DUH QRZ UHWKLQNLQJ WKRVH KDELWV DV WKH\ FRQVLGHU XSGDWHV WR WKHLU ILQDQFLDO SODQV $PRQJ WKH FRQFHUQV LV ZKHWKHU LW PLJKW EH EHWWHU WR WDNH LQFRPH WRGD\ EHFDXVH RI WKH XQFHUWDLQW\ RI WD[ LQFUHDVHV LQ WKH IXWXUH 7KH XQFHUWDLQW\ ZDV KLJKOLJKWHG LQ WKH ³ILVFDO FOLII´ QHJRWLDWLRQV LQ ZKLFK WKH WRS )HGHUDO WD[ UDWHV ZHUH LQFUHDVHG DQG D QXPEHU RI ³UHYHQXH HQKDQFHPHQWV´ ZHUH DGGHG ZKLFK DUH QRWKLQJ PRUH WKDQ QHZ WD[HV XQGHU WKH SURYHUELDO VKHHS¶V FORWKLQJ 7KLV DUWLFOH VKRZV KRZ \RX VKRXOG FRQVLGHU UHFHQW DQG IXWXUH WD[ UDWH FKDQJHV DQG LQYHVWPHQW UHWXUQV ZKHQ DQDO\]LQJ ZKHWKHU WR SDUWLFLSDWH LQ \RXU FRPSDQ\V QRQTXDOLILHG GHIHUUHG FRPSHQVDWLRQ SODQ '&3
-
Upload
fulcrum-partners-llc -
Category
Documents
-
view
212 -
download
0
Transcript of Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment by Chris Nyland & Steve...
A Challenge to Current Thinking on Income Deferral
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
AN
TA
GES
TO
PR
E-T
AX
DEF
FER
AL
Basic Truths Still Hold
PSXA
PRIL
2014
Deferral with Higher Tax Rates Ahead
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
AN
TA
GES
TO
PR
E-T
AX
DEF
FER
AL
PSXA
PRIL
2014
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
AN
TA
GES
TO
PR
E-T
AX
DEF
FER
AL Lower Rates Now Do Not Matter
PSXA
PRIL
2014
PS
X: A
VA
NT
AG
ES T
O P
RE-
TA
X D
EFFE
RA
L
Deferred Compensation Plan Provides Advantages Over
Personal Investment Account as Taxes Rise
Security Concerns and Investment Choices
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
Securities offered through Registered Representatives of ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc..
