In this episode of Ready for Retirement, James discusses Deferred Compensation Plans and how to consider them within your overall retirement strategy.
Questions Answered:
How should I think about Deferred Compensation in context of my overall plan?
When does it make sense to defer compensation (and when does it NOT)?
How can your overall retirement strategy be improved?
Timestamps:
00:00 Introduction
2:30 Deferred Compensation 101
3:25 Retirement Expenses
5:04 Tax Planning
8:50 AVOID This Common Mistake
17:03 Inflation Impact
19:58 Deferred Comp Example
23:50 Aligning Your Financial Goals
24:00 Working With Us
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