Pension (10)

Financial Planning

Section 303 Stock Redemption Buy-Sell Agreement for Fortune 500 Employees and Retirees

Understand Section 303 stock redemptions in the context of closely-held corporations. Discover its role in estate planning and its tax implications...

Financial Planning

Lockheed Martin Pension Window: What You Need to Know

Lockheed Martin has introduced a unique opportunity offering employees and retirees the choice to receive a lump sum payment, marking a significant...

Financial Planning

AT&T Pension Plan

AT&T has a complicated history of breaking up and merging back together. In 1984 the giant corporation was split into regional telecommunications...

Financial Planning

RSU and 401(k) Benefits for Facebook Employees

Facebook Benefits

Financial Planning

Your Meta (Facebook) RSU Shortcut

Your Meta (Facebook) RSU Shortcut

Financial Planning

2503(b) Trust

2503(b) Trust

Healthcare

AT&T’s Retiree Pension Payments Taken Over by Athene

AT&T's pension shift to Athene affects 96k retirees. Payments are unchanged but the PBGC safeguard was removed. Discover the impact of this...

Financial Planning

Limits on Trusts

Limits on Trusts