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The TFP Newsletter:
Personal Finance
For Walmart Executives
Investing


Mark Chisenhall, CFA
Feb 1


Mark Chisenhall, CFA
Jan 28


Mark Chisenhall, CFA
Jan 21


Mark Chisenhall, CFA
Dec 20, 2024
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The TFP Newsletter: Personal Finance
For Walmart Executives
Taxes


Mark Chisenhall, CFA
Feb 13


Mark Chisenhall, CFA
Feb 1


Mark Chisenhall, CFA
Jan 28


Mark Chisenhall, CFA
Nov 25, 2024


3 Key Decisions to Get Right in Your Walmart 401(k)
Walmart offers its employees a robust 401k Plan highlighted by a 6% employer match, both Traditional and Roth 401k options and a broad menu of low-cost index funds. But unlike the traditional pension plans of the past, today’s 401(k) plans put most of the decision-making in the hands of the participant. Here are the three most important choices every participant needs to get right.
Jun 9


The Most Common (and Costly) Mistake on Deferred Compensation Plans
While most executives focus on the contribution decision, the distribution schedule is often overlooked. Unless both are working in tandem, the strategy can backfire—leading to unexpectedly high tax bills and missed savings. In this case study, you’ll see how John, an Executive at a Fortune 100 Company, made a common mistake—and how a small change helped him rectify this mistake saving him over $250,000 in taxes!
May 9


3 Ways Personal Finances Change for Walmart Officers: Taxes, DCMP and Performance Shares
This article discusses 3 ways personal finances change for Walmart officers and how to address them: Higher Taxes, Walmart DCMP and PSUs.
Feb 13


Top 3 Walmart DCMP Questions
The article discusses 3 common questions about the Walmart DCMP - Take-Home Pay, 401(k) Match and Change Elections.
Dec 1, 2024


How a Walmart VP Supercharged Her Savings with the WMT Deferred Compensation Matching Plan (DCMP)
See how a Walmart VP leveraged a high savings rate and the Walmart Deferred Compensation Matching Plan into an early retirement!
Nov 25, 2024


Investing Your Walmart DCMP
This article discusses the investment options available to participants in the Walmart Deferred Compensation Matching Plan.
Nov 20, 2024


Walmart DCMP Case Study: A Sr. Director and Early Retirement
A Walmart DCMP Case Study! See how a Sr. Director incorporated the Walmart DCMP into his planning to help him retire early.
Nov 20, 2024


Understanding Your Walmart DCMP Payouts
How do Walmart DCMP participants eventually receive their payments? Let's review how it works.
Oct 30, 2024


Contributing to Your Walmart DCMP
Let's review a framework to evaluate how much to contribute to your Walmart DCMP.
Oct 15, 2024


Is the Walmart DCMP Right for You?
An overview of the Walmart DCMP discussing what it is, the pros and cons and a simple framework to help evaluate if it's right for you.
Oct 15, 2024


Understanding the Walmart 401(k) Match: 3 Things to Know
One of the ways Walmart invests in its associates is through a generous 401(k) match program. Ensure you're making the most of this benefit.
Jul 18, 2024


Walmart RSUs and Taxes: Common Questions
In this article, we'll explore the relationship between Walmart RSUs and taxes so you can make the most of your RSU compensation.
Jun 19, 2024


Understanding Walmart's Restricted Stock Unit Plan
The article discusses the mechanics of the Walmart Restricted Stock Plan covering What is an RSU, Grant vs Vest Dates, and more.
Jun 12, 2024


Managing Your Highly Appreciated Walmart Stock
Here are 3 Ways to manage your Highly Appreciated Walmart stock position.
Jun 6, 2024


Tax Planning for Executives: How an Executive Reduced Taxes by $100K
In this quick case study, we will review how a high earning executive can reduce their annual tax bill by $100K.
Apr 1, 2024


Do You Own Too Much Walmart Stock? 3 Things for Walmart Leaders to Consider
When evaluating your Walmart stock position, it is important to consider these 3 things: Exposure, Risks and Valuation
Mar 18, 2024


You Know Your Walmart MIP Payout, Now What? 8 Things to Consider.
It's MIP Time for Walmart associates! Here are some key considerations to keep in mind as you think through best use for your MIP payout.
Mar 6, 2024


3 Key Decisions for Your Walmart Deferred Compensation Matching Plan (DCMP)
The Walmart DCMP is a tax efficient tool for Walmart Sr. Directors and Officers to build wealth. Here are 3 Key decisions to consider.
Feb 15, 2024


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?
Feb 6, 2024


Walmart's Equity Compensation Plan Overview and FAQs
In this article we explore the three primary types of Walmart Equity Compensation and tips to effectively manage each type.
Feb 1, 2024
Personal Finance, Investing, and Tax Planning for Corporate Executives
Explore expert guidance on optimizing wealth, navigating financial decisions, and securing long-term financial success.
Walmart


Mark Chisenhall, CFA
Jun 9


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