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Nonqualified deferred compensation trilogy

A 3-part series on making the most of nonqualified deferred compensation plans.

Fidelity Viewpoints
– 03/14/2019
113

The decision of whether or not to accept a nonqualified deferred compensation plan can involve a lot of questions: Can I afford to defer the money? Can I trust that it will be there when I need it? How should I invest it? and How and when may I withdraw it?

This 3-part series on nonqualified deferred compensation plans digs into the details and compares their features to other investment and savings vehicles.

Deferred compensation plans

Learn what nonqualified deferred compensation plans can offer.

Maximizing deferred comp

Learn to manage the timing and amount of income from your NQDC plans.

Timing deferred comp

See how to schedule distributions from nonqualified deferred compensation plans.

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This information is intended to be educational and is not tailored to the investment needs of any specific investor.

The tax information and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Fidelity does not provide estate planning, legal, or tax advice. Fidelity cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws that may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. Fidelity makes no warranties with regard to such information or results obtained by its use. Fidelity disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island 02917

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