Retiring With Company Stock? Avoid an Expensive Tax Surprise
Exclusive Webinar for Corporate Employees:
Company stock can become one of the most challenging assets to navigate as retirement approaches. Decisions about distributing, rolling over, or selling employer stock may have tax and retirement planning implications that are often overlooked. Join us to explore important considerations and learn how to evaluate your options before making a move.
Topic: Retiring With Company Stock? Avoid an Expensive Tax Surprise
Date: 11/10/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Tyson Mavar, RICP®
Topics Will Include:
- Year-end tax planning items worth reviewing before December 31.
- How Roth conversions, charitable giving and withdrawal timing can affect your tax bill.
- What tax-loss harvesting is and when it may apply.
- Questions to bring to your tax professional before the year closes.
Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate 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 Tyson Mavar, RICP®
Tyson Mavar prides himself on helping corporate employees make their transition into retirement. You may have seen some of Tyson's articles published in ABC, NBC & Fox affiliates. He writes about pension changes, interest rate increases, benefits, and more!
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 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 offered 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 your company. 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.