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Jeanne Sutton

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Manage episode 399411693 series 2903282
Content provided by 401(k) Specialist Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 401(k) Specialist Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton

Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dodgers.

Interestingly, he deferred $68 of the $70 million per year in a move that could save him nine figures in California state income tax down the road.

We’ll talk about that unique contract and the power of non-qualified deferred compensation plans with Strategic Retirement Partners Managing Director Jeanne Sutton, known as “The 401(k) Lady” in her popular social media videos. We’ll also talk about her stock market trends to watch in 2024, as well as what’s on her industry travel and speaking agenda this year.

  continue reading

96 episodes

Artwork
iconShare
 
Manage episode 399411693 series 2903282
Content provided by 401(k) Specialist Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 401(k) Specialist Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton

Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dodgers.

Interestingly, he deferred $68 of the $70 million per year in a move that could save him nine figures in California state income tax down the road.

We’ll talk about that unique contract and the power of non-qualified deferred compensation plans with Strategic Retirement Partners Managing Director Jeanne Sutton, known as “The 401(k) Lady” in her popular social media videos. We’ll also talk about her stock market trends to watch in 2024, as well as what’s on her industry travel and speaking agenda this year.

  continue reading

96 episodes

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