Protecting Your Executive Income in the Event of a Disability

Bruce L. Carrow, CFP®, CLU®, ChFC®, AEP®, CAP® |
Wealth Planning
Worried couple

 Planning for this potential risk is critical for corporate executives.  As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury. When considering the effects of a disability, you should first examine what existing coverage you have in place through your executive compensation program.

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Retirement Saving Strategies for Corporate Executives

Peggy Moran, CFP®, CAP®, ChFC® |
Wealth Planning
Retirement-Savings-Strategies-NC.jpg

Explore how a ‘backdoor’ Roth IRA or Health Savings Account may help you save more.  If your income is too high to make direct Roth IRA contributions, converting a traditional IRA to a Roth may be a viable option. Health Savings Accounts may offer a tax saving opportunity, as contributions are tax deductible and withdrawals

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