Latest / The Executive Financial Planning Podcast
S1E7 - Deferred Comp Without a Distribution Plan Is a Tax Time Bomb
This is Episode 7 of our series: 10 Ways Your Advisor Is Losing You Thousands. Host, Matt Daugherty, digs into the dangerous assumption that a deferred compensation plan works like a 401k and why deferring only pays off when the exit lands in a genuinely lower-tax year. Do you know the right questions to ask before you lock in an election you may not be able to undo?New episodes every Monday, Wednesday, and Friday. Follow so you don't miss the rest of the series.
The skinny
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