Eligibility for 3M Deferred Compensation Plans
The purpose of both of 3M’s non-qualified1 deferred compensation plans - VIP Excess and Deferred Compensation Excess - is to provide savings opportunities for...
Featured Post
2025 401(k) Contributions Limits and New ‘Super Catch-up’ Rule
- November 20, 2024
Learn about the new 401k contribution limits for 2025!
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Kristy Schaffer, CPA, CFP®, PFS
Partner
June 25th, 2020
Cleaning that Closet: The Aftermath
With the COVID-19 stay-at-home orders, everyone is cleaning out closets … possibly even the attic, basement, and garage. These activities carry more than just a sense of accomplishment and peace in a less cluttered...
May 5th, 2020
Roth Conversion: Is it a Good Tax Savings Strategy?
Everyone loves saving taxes. And with the stock market’s downturn, Roth conversions are gaining more attention as a way to do just that. What exactly is a Roth conversion? When do they typically make sense? As with...
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