Changing Careers

One door closes and another door opens.

Whether you’re the one opening or closing the doors, you’ll want to ask some financial questions and calm any financial uncertainties:

  • How do you diversify a concentrated position in the stock of your former employer?
  • Should you invest severance payments?
  • What about your stock options or restricted stock?
  • How can you take advantage of special tax rules for employer stock in retirement plans?
  • Should you rollover your 401(k)? Into which type of account?

WrapManager can work with you to carefully craft a plan to help you to understand your choices and utilize the money you’ve worked so hard to earn.

Retirement Plan Strategy

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