Important Insights on Pre-Tax Income Deferral
PONTE VEDRA BEACH, FL — (April 19, 2018) Five years have passed since the executive benefits advisors at Fulcrum Partners LLC released Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, an in-depth report on the effectiveness of deferring compensation until retirement for the purpose of accumulating wealth and reducing taxes. While much has changed in the U.S. tax code, and on the national and global political and economic fronts, uncertainties of the tax environment remain.
Fulcrum Partners Managing Directors Steve Broadbent and Chris Nyland have revisited the topic and are publishing a revised study that reflects today’s economic and tax considerations. The company is making the report available to the public as a downloadable PDF.
As Steve Broadbent, Fulcrum Partners Atlanta, explained, “It’s mid-April, and taxes and strategies to defer taxes are fresh in everyone’s mind right now. Many working Americans have wondered whether the practice of deferring compensation is still sound, in view of changes to the tax code and the economy. Fulcrum Partners felt it was important to provide our marketplace with insights to help tax payers evaluate the practice of deferred compensation as part of long-term financial planning. Our study examined both the impact of a future tax rate changes while contributing to a nonqualified deferred compensation plan and changes in tax rates while taking distributions from a plan during retirement.”
Chris Nyland, the company’s Managing Director in Charleston, SC, said, “While many investors have benefited from a strong market this past year, stock trends in recent months have reminded everyone that the market is inherently volatile, and diversification is critical. We are pleased to make this report available at this time, providing pragmatic and reliable insights on the use of a nonqualified deferred compensation plan as an important tool for offsetting taxes and building a strong retirement.”
Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment: 2018 Updates is available to read or download on the Resources page of the company’s website.
You can contact Steve Broadbent at 770-813-0750, Chris Nyland at 703-356-7222, or any of the Fulcrum Partners nationwide team at
Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation’s largest executive benefits consultancies. A wholly independent, member-owned firm, Fulcrum Partners is dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Portland, Oregon; and Washington D.C.
Fulcrum Partners is an independent member of BDO Alliance USA.
Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.