Most Popular e-Book For
Corporate Employees

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"Net Unrealized Appreciation for ExxonMobil Employees"

New Exxon Mobil NUA- Net Unrealized Appreciation (2)

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Core Topics

 
 
 

CHAPTER 1

What is Net Unrealized Appreciation?

CHAPTER 2

Qualified or Non-Qualified

 

CHAPTER 3

How to Create Savings

 

CHAPTER 4

ExxonMobil Employees

 

CHAPTER 5

When NUA May Make Sense For You

 

CHAPTER 6

Conclusion

What's in the e-Book?

Educational Topics-3

Educational Topics

Confront Major Concerns-4

Confront Major Concerns

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Make Well-Informed Decisions

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What You Will Learn

After downloading your complimentary "Net Unrealized Appreciation for ExxonMobil" e-Book, you will be able to decide how we can help you

Inside you will find over 15-pages prepared by us, complete with answers from knowledgeable financial practitioners that answer the most asked Corporate employee retirement concerns:

  • How do I know if I'm qualified or not?

  • How does Net Unrealized Appreciation work?

  • When may NUA be advantageous?

  • When would Net Unrealized Appreciation strategy make more sense than a tax-free rollover?

We are a group of financial professionals who focus entirely on corporate retirement planning, the design of retirement portfolios for the transitioning corporate employee, and education through seminars in the area.

It is so easy to get started.

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"Lump Sum vs. Annuity"

Prepared By The Retirement Group

While the use of pensions as employee benefits is on the decline, many of today’s workers nearing retirement have participated in a pension plan for the past several decades, and have already accumulated a significant pension benefit. As those individuals begin to retire, they are faced with the classic decision of whether to keep the lifetime pension payments or choose a lump-sum instead.

This e-Book is for Corporate employees who need immediate answers to their retirement concerns:

  • How you can potentially recreate a paycheck in retirement.

  • How interest rates potentially affect your lump sum payout.

  • How to decrease taxes and penalties during the retirement planning process.

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