• CASE STUDIES

How to Use Your Deferred Compensation Plan to Create a Personalized Restricted Stock Wealth Management Plan (RS WMP)

Did you know that by using your Deferred Compensation Plan’s short-term deferral account and the redeferral option, you can transform your annual RSU grants into a vigorous wealth-building strategy?

We show you how one concerned CFO did it in this case study, “How to Use Your Deferred Compensation Plan to Create a Personalized Restricted Stock Wealth Management Plan (RS WMP).” Check out the list of benefits conferred to you as a result of this one strategic action.

Consider the value of taking full advantage of your DCP as an effective wealth-building tool. Your DCP holds more flexibility, control, and tax benefits than you may have imagined. Find out why by downloading this case study.