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Tax Planning For The Three Phases of Your Financial Life
In 2016, we published two posts on tax planning that we would like to revisit and recap in light of the various changes to the tax code enacted with TCJA (Tax Cuts and Jobs Act) of 2017 and the SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019.
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Everything You Need To Know About Intel Benefits
In a decade of working with Intel employees to help them understand their employer benefits and make smart financial decisions, we’ve analyzed nearly all the elements of Intel’s benefit package and documented most of it on our blog along the way. This post is mea...
Intel’s New HSA Plan at Fidelity
The new year kicks off a lot of exciting changes to the Intel benefits plan. We’ve written about changes to the 401k, Employee Stock Purchase Plan, and SERPLUS (to name a few). What we haven’t touched on yet is the change to Intel’s HSA provider. As a reminder, an HSA is a Health Savings Account...
Two Checklists for Year-End Tax Planning
Checklists are a great tool for year-end tax planning so I’m writing to share two that we regularly use. Whether you’re a corporate employee, a business owner, or you are retired, it is likely that there are tax optimization opportunities to consider implementing be...
Understanding Intel’s New Mega Roth 401(k)
At Cordant we have the opportunity to work with many current and former Intel employees. With this opportunity comes the responsibility of ensuring that their financial plans, planning strategies, and retirement assets are up to speed with the ever-changing employee and...
Intel’s SERPLUS Match in 2020
Last week, I wrote a post on the investment changes in Intel’s SERPLUS account, but I did not address one additional change that should be considered when electing how much to defer to SERPLUS so let’s address that change here: The change is that in 2020, Intel will match SERPLUS deferrals up to 5...
SERPLUS Investment Changes: Improved Investment Options and the Nearing Election Window
Those who are eligible to participate in Intel’s non-qualified deferred compensation program (“SERPLUS”) recently received notification that the investment options have changed, and they will soon receive a reminde...
Seeing Double: Understanding Intel’s QSERP Benefit
If you’re contemplating retirement, there’s a lot to consider. You may be asking yourself, how do I create an income stream in retirement? Am I being smart with taxes? Is there anything I’m missing? If you happen to be a long-tenured Intel employee, there are fact...
4 Steps To Take If Intel Offers A Voluntary Separation Package
Intel has from time to time offered separation packages to eligible employees as an incentive to retire, or at least to transition out of Intel. The most recent widely offered package was the Early Retirement Program (ER...
