0:00 Intro
0:54 Preview
2:11 Topic 1: Deferred Compensation
8:06 Topic 2: After-Tax Contribution to Retirement Plans
12:45 Topic 3: Net Unrealized Appreciation (NUA)
So you're an executive at work with an excellent benefit plan. Have you sat down with a professional to make sure you are taking full advantage of every aspect of your plan? This edition of Fundamentals of Investing is the second installment of our "Employee Benefits" series.
Working with corporate executives is one of our specialties at Left Brain and there are a lot of aspects to it that you may not have considered. In episode 2, we cover the pieces of your employee benefits package beyond your equity comp. CEO Noland Langford lays out his views of how to build wealth using these three workplace benefits:
(1) Deferred Compensation
(2) After-Tax Contribution to Retirement Plans
(3) Net Unrealized Appreciation (NUA)
Each carries its own intricacies and your HR department is unlikely to be able to give you advice on how best to manage these benefits. In the latest Fundamentals of Investing series, CEO Noland Langford gives you a crash course on how these benefit plans work and some of the techniques he has used for clients over the years. Helping clients manage these crucial investment decisions has been a specialty of Left Brain since the firm's founding in 2014.
We want to stress that going it alone in managing your employee benefits package could cost you a significant amount of money in the long run, both in taxes and in investment losses. If you are looking for guidance, we would urge you to contact Brian Dress using the information below to set up an initial consultation.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and maximize your employee benefits at Our Calendar
You can call Brian Dress at (630) 547-3316 or email at briand@leftbrainwm.com
To check out our website, head over to https://leftbrainwm.com/
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