PETROCHEMICAL EMPLOYEES and the specific guidance they need
Many of the clients we serve work in the petrochemical industry here in Louisiana and are looking to retire within the next five years or so. Over the years, they have participated in their company’s retirement benefit programs and have worked hard to build their wealth. Now that they are looking forward to retirement, their attention has turned to making sure their money lasts for years to come.
Since we have worked with employees of many of these companies, we have a great familiarity and strong understanding of their company retirement plans and other benefits. Throughout the planning process, our team can help navigate issues specific to you, from plan options to pension benefits, insurance issues and more. We can guide you in making the right decisions and help you pursue your goal of a well-earned retirement.
Our team provides guidance on key issues such as:
- Understanding company benefits
- Concentrated stock positions
- Pension options – lump sum, annuity, and hybrid options
- 401(k) education
- Net Unrealized Appreciation (NUA) analysis
- Tax minimization strategies
- Navigating corporate resource websites and call centers
