Steelworkers
We are proud of our long-standing relationship with the Steelworkers throughout District 13 and beyond. Whether you are employed by a Petrochemical company, a paper mill, or an auto parts manufacturer, our experience and knowledge help enable us to guide our clients through the retirement process.
Many of the Steelworkers that we serve are looking to retire within the next five years or so. Over the years, many of them 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 are familiar with company retirement plans, and we are able to assist in all your financial matters. 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
Meyer Rotolo Wealth Management, and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by The United Steelworkers.
