Corporate Transition
Corporate Transition
Optimizing a Corporate Transition
You've worked hard to save for retirement during your career, and making significant decisions at the finish line shouldn't be done without careful planning. As you consider leaving your corporate position, it is important to have an organized transition or exit strategy before your anticipated date. This will minimize mistakes and help you reap the maximum value from your company. We can help you answer important questions about:

Whether you should max out your 401(k)

Which pension options are right for you

How to make the most out of a severance package

What accounts you should draw from first

How much taxes you will have to pay in retirement

What to do if you are surprised with early retirement

How much money you can spend in retirement each month
