The Unofficial NYC Deferred Comp Newsletter is delivered quarterly (January, April, July, & October) via email to paid subscribers.  The newsletters will review relevant topics regarding the NYC Deferred Compensation Plan; basic concepts, tax and retirement planning strategies, performance, etc.  Both active and retired NYC Deferred Comp participants will find the information useful.  Annual newsletter subscribers can also request access to the protected content area of the Thomann Tax website to use various calculators

Please Note:  Access to the calculators is not done automatically, you will need to request the login credentials.  Send an email to newsletter@thomanntax.com.

Cost of subscription is $14.95 (auto-annual renew) Or, some editions may be available as a single issue for $6.95.  Sorry, no refunds on digital products.

1st Quarter 2018

  • NYC DCP “Special” 401(k)
    -does not exist
    -rollovers to the Special 401(k)
    -favorable NYS tax treatment
    -59 1/2, 55, & 50
  • NYC DCP 457(b) & New Jersey Taxation
    -Example: NJ 457(b) distribution
  • Performance, Tip of the Day, and Q & A

4th Quarter 2017 

  • Tax Reform & Roth Conversions
    -Tax reform equals fill up the bracket
    -Fill Up The Bracket example
  • NYC DCP Pre-arranged Portfolios (Target-date funds)
    -An often-misunderstood investment option of the NYC DCP
  • Thomann Tax Ultimate Deferral Table
  • Performance, Tip of the Day, Q&A
  • NYC DCP Performance 2002 through 2017

3rd Quarter 2017 (free sample issue)

  • What is the NYC Deferred Compensation Plan?
  • Understanding the NYC DCP 457(b)
  • In-Service NYC DCP 401(k) Distributions
  • Performance, Tip of the Day, Q&A

Note:  After payment of subscription fee, the most recent newsletter issued will be emailed to the subscriber.  Future newsletters will be emailed automatically every quarter (January 15th, April 15th, July 15th, & October 15th) to subscribers.  If you do not receive a newsletter, check your “Spam” or “Junk” folder.