How do I Receive My Deferred Compensation Payout?
Lars Phillips | August 28, 2020
It is very important to consider future income (stock grants, Social Security, and required minimum distributions) when electing your payout period. You will be taxed when you distribute funds. A strategic long-term payout plan will help make sure you don’t have large spikes in income that can result in a higher tax bill. Careful planning will also help you maintain a consistent cash-flow to fund your future lifestyle expenses.
We work with Microsoft employees Level 67 and above to help them save substantially on taxes when deferring large portions of their salary. We work with you to develop a custom plan that looks at your RSU vesting schedule and factors in changes in share price to ensure you have the income you need now and in retirement.