Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Deferred Compensation in 2025: What’s Changed, What to Watch For & New Planning Opportunities
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Deferred compensation plans can be a powerful retirement tool — but they’re often misunderstood and carry unique risks. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how these plans work in 2025, from 409A rules to 457(b) and 457(f) plans that are especially common in the healthcare industry. We’ll cover why so many executives and physicians use them, how payout rules can trigger unexpected tax bills, and what happens when your employer is acquired — including timely insights for…
The skinny
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