Kristy Schaffer, CPA, CFP®, PFS

Partner

3M's Non-Qualified Plans

3M's Non-Qualified Plans

3M

Eligibility for 3M Deferred Compensation Plans

The purpose of both of 3M’s non-qualified1 deferred compensation plans - VIP Excess and Deferred Compensation Excess - is to provide savings opportunities for...

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Cleaning that Closet: The Aftermath

Cleaning that Closet: The Aftermath

Personal Finance Tax Planning

With the COVID-19 stay-at-home orders, everyone is cleaning out closets … possibly even the attic, basement, and garage. These activities carry more than just a sense of accomplishment and peace in a less cluttered...

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Roth Conversion: Is it a Good Tax Savings Strategy?

Roth Conversion: Is it a Good Tax Savings Strategy?

Tax Planning

Everyone loves saving taxes. And with the stock market’s downturn, Roth conversions are gaining more attention as a way to do just that. What exactly is a Roth conversion? When do they typically make sense? As with...

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