Skip to content
Warren AI
Sign in
Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/ADVANTAGES
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 12: Deferred Compensation & Equity Compensation

ADVANTAGES

01.Core Concepts

Employer • Cash outflows are deferred • Potential Payroll Tax savings • Current taxable (payroll) value is less than future payout • Can be discriminatory with award of plan benefits • Deduct in excess of $1,000,000 deductible compensation limit (over years) Executive • Reduced taxable income • Avoids payroll taxes on appreciation