Bryan had been in the pharmaceutical industry for his entire career. He had made most of his contributions to large companies in developing his career. However, a mega-merger brought about an entirely different prospect – and he considered a shift to a smaller and more aggressive company. Bryan had been vested in pension benefits, had company stock and other compensation awards. All had to be carefully analyzed to see how a smaller company could compete for his skillset and how much he would be able to accept to help build confidence in the final phases of his financial life. PAX in Action assisted with:
**Please consult tax and legal professionals before implementing certain strategies. *A plan participant leaving an employer typically has four options (and may engage in a combination of these options): leave the money in his former employer's plan, if permitted; roll over the assets to his new employer's plan, if one is available and rollovers are permitted; roll over to an IRA; or cash out the account value.
This is a hypothetical example for illustration purposes only. Actual investor results will vary.
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Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
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Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
