Keep track of your executive benefits package and discover a strategy that works for you.
Keeping track of your bank and retirement accounts can occupy a huge block of time and result in unneeded anxiety. Now that you’re at the top of the ladder and pay is in the form of SERPs, company stock in various structures, severance packages, and more, you are finding even less time to keep track of your accounts. You may ask yourself:
It’s time to stop worrying. Rightirement Wealth Partners will help you understand the legal, tax, and financial implications with your executive compensation package. That includes guiding you through important decisions and organize the strategies you prefer in an easy to understand, visual model that you can review quickly and easily.
We assist our executives with structures such as: