SOURCE: Fulcrum Partners LLC

Fulcrum Partners LLC

May 02, 2013 09:32 ET

Fulcrum Partners Releases Report on Deferred Income and Higher Taxes

PONTE VEDRA BEACH, FL--(Marketwired - May 2, 2013) - Executive benefits consultancy Fulcrum Partners LLC announces the release of the white paper: "Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment." Authored by Steve Broadbent (Fulcrum Partners LLC, Atlanta, GA) and Chris Nyland (Fulcrum Partners LLC, Charleston, SC), the report takes an analytical look at the common practice of deferring compensation and what that really means financially to the individual given today's unpredictable tax environment.

Presenting actual case studies, the report shows how to consider recent and future tax rate changes and investment returns when analyzing whether to participate in your employer's nonqualified deferred compensation plan (DCP). Steve Broadbent explains, "We continue to hear concerns from deferred compensation plan participants about the potential impact of higher taxes in the future. The objective of this analysis is to demonstrate that the pre-tax deferral of income continues to provide greater results as compared to after-tax investing if taxes continue to rise in the future."

Chris Nyland adds, "The economy is beginning to recover, albeit a limited recovery. As this happens, new optimism arises in how DCP participants feel about their employers and their individual financial plans."

The full report is available from Fulcrum Partners as a download at http://www.fulcrumpartnersllc.com/wp-content/uploads/2013/05/FULCRUM_PARTNERS_WHITE_PAPER_TAX_ADV_-APRIL_2013.pdf

The company has also made the report available on Scribd and on SlideShare.

About Fulcrum Partners LLC:

Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation's leading and largest executive benefits consultancies. With a team of experienced industry professionals who serve with diverse skill sets, targeted experience, and in-depth expertise in executive compensation and benefits consulting, the consultants at Fulcrum Partners focus on an integrated approach to the design, financing, and plan administration of executive benefits programs. Fulcrum Partners LLC is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in Ponte Vedra Beach, Florida, in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles, California; Orlando, Florida; Ponte Vedra Beach, Florida; Portland, Oregon; and Washington D.C.

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431 * 800.765.5201. Fulcrum Partners, LLC is a separate entity from ValMark Securities, Inc.

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