When the Paychecks Stop: How to Steady Your Finances After Leaving a Job
Affordability is a top concern for retirees on a fixed income. Learn the three factors: state taxes, cost of living, and long-term care to weigh when...
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Chevron
Chevron Employees: Penalty-Free Retirement Fund Access Before Age 59½
Thinking about leaving Chevron before age 59½? Many employees don't realize that accessing retirement funds too soon can lead to unexpected penalties...
Corporate
Retirement Wealth at Risk? Common Errors When Updating Your Estate Plan
Many estate plans are created once and then left untouched for years. Life events, changing laws, and outdated beneficiary designations can create...
Corporate
How One RMD Can Increase Taxes Throughout Your Retirement
For corporate retirees, a Required Minimum Distribution can affect more than a retirement account balance. One withdrawal may influence taxable...
AT&T
AT&T Employees: Give More to Charity and Less to the IRS
Many AT&T employees want to contribute to the causes and charities they care about but aren't sure how their 401(k) and other retirement assets may...
AT&T
AT&T Employees: Your Pension Election May Affect You for Decades
Your AT&T pension election could impact your retirement income for years to come, yet many AT&T employees are unsure how their pension, Social...
Financial Planning
Visa Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
Financial Planning
Visa Employees: How Options Collars Can Manage Appreciated Stock Without Triggering Taxes
Learn how Microsoft employees can use options collars to protect appreciated stock and avoid triggering unnecessary taxes.
Financial Planning
Fannie May Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock
This Q&A explains IRS-supported strategies for managing highly appreciated stock, including the use of a Section 351 exchange and other proven...
Financial Planning
Fannie May Employees: How Options Collars Can Manage Appreciated Stock Without Triggering Taxes
Learn how Microsoft employees can use options collars to protect appreciated stock and avoid triggering unnecessary taxes.