It may mean the end of one phase of your life and the start of an even more fruitful, rewarding time. Yet moving onto another job can also upset a balanced environment, posing financial questions and uncertainties:
- Should you rollover your 401(k)? Into which type of account?
- What should you do with your stock options or restricted stock?
- How can you take advantage of special tax rules for employer stock in retirement plans?
- How do you diversify a concentrated position in the stock of your former employer?
- Should you invest severance payments?
- How do you manage your cash as you transition?
- What are the tax consequences of choices and planning for them?
WrapManager sees a new job as an opportunity to lay the foundation for the immediate future and long-term life goals. With diversity as the driving force, we carefully craft a plan to demonstrate how you can arrive at your goals naturally and with ease, and help you to understand your choices and leverage the money you’ve worked so hard to earn.
Put WrapManager to Work For You. Get a FREE Money Manager and Asset Allocation Proposal today.