Products June 8, 2011

College Funding with Stock Options and NQDC Plans

For employees with stock options or nonqualified deferred compensation (NQDC) plans at work, myStockOptions.com and myNQDC.com are offering guidance on how to successfully save for college.
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Troy Onink, a college-funding authority and Forbes blogger, has written a series of articles for the Web sites, explaining the issues and steps involved in using these forms of compensation to meet the costs of university tuition.   

On myStockOptions.com, the three-part series Funding Your Child’s College Education With Stock Options And Other Stock Grants explains:  

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  • The impact of equity awards on financial aid eligibility
  • The basics of gift tax and the tax treatment of stock compensation in the financial planning for higher education
  • Methods to minimize capital gains at sale, planning for the kiddie tax and education tax credits, and strategies that students can use

On myNQDC.com, the two-part series College Financial Aid & Funding With Nonqualified Deferred Compensation explains:  

  • NQDC in the context of eligibility for need-based financial aid
  • The ways in which NQDC income deferrals and distributions by parents affect a student’s eligibility for financial aid
  • Impact of NQDC on eligibility for the American Opportunity Tax Credit
  • Financial-planning strategies with NQDC that can help your cash flow for meeting college expenses.  

Content on myStockOptions.com and myNQDC.com is suited for licensing by companies, stock plan providers, and securities firms for training, research, and ongoing education. For more information, visit http://mystockoptions.com, email sales@mystockoptions.com, or call 617-734-1979.

Deals & People June 8, 2011

Dwight Asset Management Hires Portfolio Manager

John W. Allen is the new Senior Client Portfolio Manager at Dwight Asset Management Company LLC. 
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In this role, Allen will manage client relationships and construct strategies for stable value and fixed income portfolios.   

Prior to joining Dwight, Allen spent more than 25 years as a senior investment consultant for Hewitt Investment Group, where he served as a lead consultant for 14 client relationships, representing aggregate assets of over $12 billion.  

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Allen received an MBA from the Carlson School of Management in Minneapolis and a bachelor degree in economics from the University of Minnesota.   

Dwight Asset Management Company LLC focuses exclusively on fixed income investment management services for institutional clients including retirement plans, corporations, public funds, insurance companies, financial institutions, endowments, foundations, and Taft-Hartley plans. Based in Burlington, Vermont, Dwight manages and advises for approximately $53.6 billion as of March 31, 2011 and is an affiliate firm of Old Mutual Asset Management.   

More information is at http://www.dwight.com.

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