Caterpillar Employees: Your Stock Gains Could Trigger a Massive Tax Bill

Exclusive Webinar for Caterpillar Employees:

Many Caterpillar employees and retirees hold company stock that has grown substantially over time, creating important tax considerations when shares are sold or distributed. This webinar explains how capital gains are calculated, the difference between short-term and long-term gains, and how company stock inside retirement accounts may be treated differently from shares held in taxable accounts.

We’ll also discuss common planning considerations related to timing, diversification, charitable gifting, and Net Unrealized Appreciation (NUA) strategies. Attendees will gain a clearer understanding of how highly appreciated stock can affect taxes, retirement income planning, and long-term financial decisions.

Topic: Caterpillar Employees: Your Stock Gains Could Trigger a Massive Tax Bill
Date: 6/18/2026
Time: 11:00am PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat

Topics Will Include:

1. Discover practical tips for reducing expenses and living comfortably on a budget.
2. The importance of early retirement planning and how to get started.
3. Key financial strategies to accelerate your path to retirement.
4. Common pitfalls to avoid when planning for retirement.
5. Practical tips for achieving financial independence and retiring on your terms.

• Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage Caterpillar employees to reserve their spot at the earliest to benefit from this exclusive opportunity.

For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.

A little bit more about Michael Corgiat

Michael Corgiat prides himself on helping Caterpillar employees make their transition into retirement. He has been working with Caterpillar clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons.

About The Retirement Group

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and stability to provide financial independence.

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.

Disclaimer

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Wealth Enhancement Group is not affiliated with or endorsed by Caterpillar. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.