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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...
Preparing For The Worst: How To Make Sure Your Family Is Okay If Something Happens To You
A common concern we hear from many we talk with is: how do I make sure my family is taken care of if something happens to me? While not a fun topic to dwell on, being proactive is one of the greatest gifts you can give...
Hood to Coast & Tax Planning: More in Common Than You May Think
This past weekend marked the 38th running of the epic Hood to Coast (HTC) relays. For locals in the Portland area, most of us have either run, volunteered or have friends participate in the HTC. For those not familiar...
Should You Reduce Your Investment Risk When You Retire? The Four Factors to Consider
The common perception is that as you age, or more specifically as you approach retirement, you should reduce the risk in your investment portfolio. In most cases, this means reducing exposure to the stock market and incr...
Retiring Soon? Three Little Known Strategies to Lower Your Tax Bill
Anyone contemplating retiring in the next few years already has a lot on their mind—wrapping up things at work and planning the next phase of life, getting financially confident they are ready to make the leap, buildin...
The Best Time to Retire From Intel
A couple weeks ago, a client—having just returned from sabbatical—told me she has “one more sabbatical before retirement.” Her plan, she said, is to have her “last day of Intel employment be the last day of [her] next sabbatical. “But then,” she continued, “I will probably want to work un...
