Deferred Quotes
As Indiana's governor, I balanced eight budgets, never raised taxes, and left the largest surplus in state history. It wasn't always easy. Cuts had to be made and some initiatives deferred. Occasionally I had to say 'no.'
- Evan Bayh

An executive might reach retirement with a taxable pension, taxable 401(k) distributions, and taxable deferred compensation distributions. We find great value in having various pots from which to draw cash flow in retirement. That way, our clients can help determine their tax burden based on which pots (nonqualified or qualified) we have them draw from to meet various expenses in retirement. As with most things, balance is the key.
- Rod Coleman

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