Tag: Executive Bonus

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Business Owners

Looking for an Easy Bonus Plan for Your Key Employees?

Jim Lorenzen, CFPÂ®, AIFÂ® Executive Bonus plans are a little different from Non-Qualified Deferred Compensation Plans (NQDC), which we talked about in another short paper.

November 1, 2016

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Jim's Money Blog

No Tax on Social Security Benefits?

January 27, 2025

We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!

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Get Ready for Some Possible Tax Increases!

August 5, 2024

As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.