A Challenge to Current Thinking on Income Deferral
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2014
PSX:ADVANTAGESTOPRE-TAXDEFFERAL
Basic Truths Still Hold
PSXAPRIL2014
Deferral with Higher Tax Rates Ahead
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2014
PSX:ADVANTAGESTOPRE-TAXDEFFERALPSXAPRIL2014
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2014
PSX:ADVANTAGESTOPRE-TAXDEFFERAL
Lower Rates Now Do Not Matter
PSXAPRIL2014
PSX:AVANTAGESTOPRE-TAXDEFFERAL
Deferred Compensation Plan Provides Advantages Over
Personal Investment Account as Taxes Rise
Security Concerns and Invest...
Securities offered through Registered Representatives of ValMark Securities, Inc. Member FINRA,
SIPC, 130 Springside Drive...
Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment by Chris Nyland & Steve Broadbent
Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment by Chris Nyland & Steve Broadbent
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Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment by Chris Nyland & Steve Broadbent

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Chris Nyland and Steve Broadbent of Fulcrum Partners LLC contributed to the April edition of The Exchange for People, a Human Resources eMagazine. In this article, they examine current thinking on income deferral and how that's being challenged by recent economic trends.

“Employees who once routinely deferred compensation are now rethinking those habits as they consider updates to their financial plans. Among the concerns is whether it might be better to take income today because of the uncertainty of tax increases in the future."

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Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment by Chris Nyland & Steve Broadbent

  1. 1. A Challenge to Current Thinking on Income Deferral THEEXCHANGEFORPEOPLESTRATEGYAPRIL2014
  2. 2. PSX:ADVANTAGESTOPRE-TAXDEFFERAL Basic Truths Still Hold PSXAPRIL2014
  3. 3. Deferral with Higher Tax Rates Ahead THEEXCHANGEFORPEOPLESTRATEGYAPRIL2014
  4. 4. PSX:ADVANTAGESTOPRE-TAXDEFFERALPSXAPRIL2014
  5. 5. THEEXCHANGEFORPEOPLESTRATEGYAPRIL2014
  6. 6. PSX:ADVANTAGESTOPRE-TAXDEFFERAL Lower Rates Now Do Not Matter PSXAPRIL2014
  7. 7. PSX:AVANTAGESTOPRE-TAXDEFFERAL
  8. 8. Deferred Compensation Plan Provides Advantages Over Personal Investment Account as Taxes Rise Security Concerns and Investment Choices THEEXCHANGEFORPEOPLESTRATEGYAPRIL2014
  9. 9. 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..

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