TRG's Costco Transition Center

TRG’s Costco Transition Center was created to provide Costco employees with resources which will help ease their transition away from the company. It is our goal to make sure that you have the knowledge and insight necessary to adequately prepare yourself for retirement.

Featured Articles

We have a large collection of articles that will help you transition from your role at Costco. We focus on being the one stop shop for all of the questions you may have from how Interest Rate changes can effect your transition to what are your healthcare options now that you have parted ways with Costco.

Costco Employees: How Options Collars Can Manage Appreciated Stock Without Triggering Taxes

Costco employees navigating concentrated stock positions should view strategies like collars as part of a broader...
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Costco Employees: Strategic Ways to Reduce Capital Gains on Appreciated Stock

Costco employees should recognize that thoughtful planning with tools such as Section 351 exchanges, gifting strategies, and tax...
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Schedule a Call

Need help planning your retirement from Costco? Schedule a call with one of our financial advisors today.

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Webinar

This Strategy for Highly Appreciated Stock Can Save You Thousands!

In this webinar for Costco employees, we explore strategies for managing concentrated stock positions — including how a 351 exchange can help defer taxes while diversifying your portfolio. Click below to register for our next live webinar!

business people group at meeting seminar presentation in brigt conference room

Personal Meeting

Meet with an Advisor

Meeting with an advisor is commonly the next step as you step away from Costco. We have advisors available nationwide that can discuss your financial options as you begin your retirement journey.

About The Retirement Group: With over 30 years of experience, The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies. Our advisors retain the knowledge of our target company's employee retirement plans & options. As such, our company focused advisors are experienced in helping clients navigate their retirement options to help reach their goals.

The strategies presented on this website are based on current interpretations of IRS codes and regulations. As with all tax-related guidance, these strategies are subject to change over time due to updates in legislation, regulatory shifts, or IRS rulings. While they are currently available and commonly used, they may be challenged or revised by the IRS in the future. We recommend consulting with a qualified tax professional before implementing any strategy to ensure compliance with the most up-to-date guidance.

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