An executive might reach retirement with a taxable pension, taxable 401(k) distributions, and taxable deferred compensation distributions. We find great value in having various pots from which to draw cash flow in retirement. That way, our clients can help determine their tax burden based on which pots (nonqualified or qualified) we have them draw from to meet various expenses in retirement. As with most things, balance is the key.
More Quotes from Rod Coleman:
Each client presents specific financial details that require unique analysis. Some of the important factors in deciding whether to participate include current wealth at risk in the company's deferred compensation plan-we like to see less than 30 percent investment options within the deferred compensation plan-the more variety and quality, the more likely we are to recommend business maturity and stability of the company in question and the amount of other wealth the client has that's susceptible to the same company.Rod Coleman
I felt like I had to make a statement in a situation like that. It was time to finish them off.
Rod Coleman
Man, you've just got to take advantage of any situation that favors you. There's no doubt the guy is talented or they wouldn't have taken him so high in the draft, but it don't matter who's trying to keep away from their quarterback. My job is to take dow
Rod Coleman
Fred looked pretty good tonight. He wasn't hesitating, he saw daylight and just took off for it. He looked like the Taylor of old I thought.
Rod Coleman
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