This article discusses the application of Sections 280G and 4999 of the Internal Revenue Code and related treasury regulations (“IRC” or “Code”), ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. We discuss with Ashley Cline, an associate wealth advisor at JFS Wealth Advisors, based ...

Morgan Stanley has lost a court battle in its long-running fight to withhold deferred compensation from financial advisors who left the firm—opening the door for more than 100 advisors to move forward ...

Planning for retirement can feel overwhelming, but fortunately, there are several savings tools available to help take the sting out of the process. By utilizing these tools, you can create a ...

Discover the benefits and risks of deferred compensation life insurance plans, their types, and how to select the right plan for your needs.

Background: Why was Section 409A of the Internal Revenue Code enacted? Prior to the enactment of Section 409A, no single section of the Internal Revenue Code governed taxation of nonqualified deferred ...

The Chamber of Commerce, the Center on Executive Compensation and the American Benefits Council joined the brief, urging the court to uphold a lower court’s ruling that distinguishes bonus programs ...

The U.S. Department of Labor has sided with Morgan Stanley and several FINRA arbitration decisions in a dispute over whether its deferred compensation program should be treated like a pension or a ...

It’s early days in what is shaping up to be a long, costly slog of a legal battle between Morgan Stanley and former advisors over who controls valuable deferred compensation money, the firm or ...

Morgan Stanley has won its fifth straight arbitration claim from a former advisor arguing its deferred compensation plan is illegal under federal law. The favorable decision for the wirehouse comes ...

Home Personal Finance Two Reasons to Consider Deferred Compensation in the Wake of the OBBB, From a Financial Planner Deferred compensation plans let you potentially lower your current taxes and help ...