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Chris Nyland and Steve Broadbent of Fulcrum Partners LLC contributed to the April edition of The Exchange for People, a Human Resources eMagazine. In this article, they examine current thinking on income deferral and how that's being challenged by recent economic trends. “Employees who once routinely deferred compensation are now rethinking those habits as they consider updates to their financial plans. Among the concerns is whether it might be better to take income today because of the uncertainty of tax increases in the future."
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A Challenge to Current Thinking on Income Deferral
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
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E-T
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Basic Truths Still Hold
PSXA
PRIL
2014
Deferral with Higher Tax Rates Ahead
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
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PSXA
PRIL
2014
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
PSX: A
DV
AN
TA
GES
TO
PR
E-T
AX
DEF
FER
AL Lower Rates Now Do Not Matter
PSXA
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2014
PS
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VA
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RE-
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EFFE
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Deferred Compensation Plan Provides Advantages Over
Personal Investment Account as Taxes Rise
Security Concerns and Investment Choices
THEEXCHANGEFORPEOPLESTRATEGYAPRIL2 0 1 4
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