As an executive,  you have or will receive compensation in various forms with complex tax implications. You may have critical decisions to make about how to manage your compensation. We can work with you and/or your tax advisor to strategize and implement solutions best suited for your individual needs. Our role is to present options based on key factors such as your retirement time horizon, tax bracket, and personal retirement goals.

Or perhaps you own a company and employ people in key leadership positions. We can show you ways to remain competitive and compliant with executive compensation packages.

Here are some of our areas of focus:

  • Non-qualified deferred compensation: Creating a plan to draw on your pay in a tax-efficient manner
  • Aggregated qualified plans
  • Tax-favored distribution strategies

With an extensive background and track record managing executive compensation for companies in various industries and sizes, we possess unique insight into various ways that executives are often compensated, as well as little-known strategies for tax mitigation.

Give us a call today to discuss how we can work with you.

Neither Pensionmark Financial Group, LLC nor its advisers provide tax advice. Please consult with an appropriate professional.