Is the Walmart Deferred Compensation Matching Plan Worth it for a Sr. Director?
In this article, we are looking at the case of Jeremy, a Sr. Director at Walmart. Does it make sense for Jeremy to contribute to the DCMP?
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Wal-Street: Personal Finance for Walmart Leaders
A personal finance blog aimed at helping Walmart leaders build wealth faster at Fortune 1.
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The TFP Newsletter:
Personal Finance
For Walmart Executives
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The TFP Newsletter: Personal Finance
For Walmart Executives
Feb 1
Walmart's Equity Compensation: Yesterday and Today
In this article we explore the three primary types of Walmart Equity Compensation and tips to effectively manage each type.
Jan 17
Tips on Tax Efficient Investing for Corporate Executives
In Part 2, we will continue discussing a major pain point for Corporate Executives: Taxes.
Jan 15
Maximize the Value of Your Walmart 401(k) Plan
Walmart offers a robust 401(k) Plan with various account types, cost effective investment options and an employer match. In this article,...
Jan 9
Timeless Investment Principles (Part 1): Investment Risk and Diversification
Wall Street and the Media project the idea that investing is complicated and requires professional expertise for success. This idea...
Dec 29, 2023
What Does Wall Street's Crystal Ball Show for 2024?
In this article, let's explore 3 themes that are consistent across Wall Street 2024 outlooks and are relevant to your portfolios.
Dec 19, 2023
5 Essential FAQs on the Walmart DCMP
The article discusses 5 common FAQs on the Walmart DCMP on Investment Strategy, Take-Home Pay, 5+1 Rule, 401k Match and the 3 DCMP accounts.
Nov 10, 2023
A Walmart Deferred Compensation Matching Plan Case Study - Taxes and Retirement
This week, we are focusing on the Walmart Deferred Compensation Matching Plan (DCMP) and how it can be integrated into a financial plan.
Nov 9, 2023
3 Top of Mind Investment Topics for Walmart Executives
This week let's discuss three Investment Topics worth following and how they may relate to Walmart Executives. The topics are: 1.) The...
Nov 2, 2023
The Tax Savings Sales Pitch that Could Cost you More in Taxes
This week I want to discuss a Sales Pitch that high earning professionals are likely to hear - if not, it is only a matter of time.
Nov 1, 2023
Walmart Benefits Annual Enrollment: How to Choose Disability, Life and Medical Insurance
Annual Enrollment for Walmart Associates is currently open until November 10th, 2023!
Sep 28, 2023
Withdrawal Strategies for Corporate Executives - Minimize the Cost of Accessing Your Wealth
When you look at the balance of your IRA, 401(k) and Deferred Compensation Plan, it is NOT all YOUR money.
Aug 28, 2023
4 Ways for Corporate Executives to Make the Most of their Bonus
From a financial planning perspective, bonuses are tricky.
Aug 15, 2023
The Sneaky Tax Nobody Talks About and More…
Read for some simple tactics to minimize this sneaky incremental tax.
Aug 1, 2023
Why Do Corporate Executives Believe Taxes are Out of Their Control?
Corporate executives often assume that a high tax bill is unavoidable. This is a partial truth.
Jul 24, 2023
Corporate Executives Investing in a Rental Property - 3 Common Misconceptions
As a high-earning corporate executive, you may have considered investing in a rental property.
Jun 19, 2023
The Sales Pitch All High Earning Corporate Employees Will Hear: How Does a 2% Tax Rate Sound?
Before we discuss the sales pitch, here is the takeaway.
Jun 5, 2023
Choosing Between 401(k) Matching Dollars and Deferred Compensation Tax Savings
Company Matching Dollars refer to the additional money that your company contributes to your 401(k) account.
May 19, 2023
3 Reasons Corporate Executives Hold Too Much Company Stock
It is common for corporate executives to hold too much Company Stock in their portfolios.
Mar 30, 2023
Understanding Taxes for Corporate Executives: Tax Treatment of Accounts
In Part 3, we discuss how the most common account types available to corporate executives are taxed.
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