Rod Coleman
Rod Coleman
balance based burden cash clients deferred determine draw executive expenses flow great help meet might pots reach retirement taxable value various
An executive might reach retirement with a taxable pension, taxable 401(k) distributions, and taxable deferred compensation distributions. We find great value in having various pots from which to draw cash flow in retirement. That way, our clients can help determine their tax burden based on which pots (nonqualified or qualified) we have them draw from to meet various expenses in retirement. As with most things, balance is the key.
proud step welcomed
I told him he had to step up big and he did it. He welcomed the challenge, and I was real proud of him,
daylight fred good looked saw taylor took
Fred looked pretty good tonight. He wasn't hesitating, he saw daylight and just took off for it. He looked like the Taylor of old I thought.
heard wish
I wish I would've heard him say it.