Retirement Planning

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P&G Retirement Services - Resource Library

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P&G Q1 Earnings Podcast


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Top 12 P&G Questions & Mistakes


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Everything You Need To Know After Separating From Your Company

Here, we strive to provide direction and a plan of action to those who find themselves unemployed.

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P&G Quarterly Podcast - Q3 2017


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Lump Sum Distribution Utilizing NUA


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How to Effectively Create a Paycheck in Retirement


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Are You Thinking About Leaving P&G?

Click any of the links below to watch:
Section 1: Introduction & Agenda
Section 2: Leaving P&G is a big decision and transition
Section 3: 5 Myths to avoid
Section 4: When is the right time to leave?
Section 5: Top 10 things to do before you leave P&G
Section 6: Wrap up: Resources & Next Steps


Retirement Plan Distribution Choices Guide

Use this guide to review retirement plan choices and options that are based on your age and financial need.

Review the guide



Charitable Remainder Trust Guide

Use this guide to understand the terms and benefits of using a Charitable Remainder Trust (CRT). A CRT is an option to diversify out of P&G stock, while minimizing capital gains tax and aiding the charity of your choice.


Learn more about Charitable Remainder Trusts



IRA Trust As A Beneficiary Guide

Use this guide to understand how to use an IRA Trust as the beneficiary of your IRA.

Explore creating and IRA trust



Traditional IRAs vs Roth IRAs

The type of individual retirement account (IRA) you choose can affect you and your family’s long-term savings. Use this guide to understand the differences between a traditional IRA and a Roth IRA.

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When Should You Take Social Security?

Choosing the age to start drawing Social Security benefits is an important financial decision. This decision is even more important if you are married because your decision affects your spouse and family. Use this guide to help you evaluate the strategy that is right for you.

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Stock Collars

Use this guide to understand stock collars, which is one way to protect against the risk of P&G stock price dropping rapidly, either just before exercising stock options or just after retirement and before you can diversify.

Learn more about stock collars



Restricted Stock Units Guide

Use this guide to understand Restricted Stock Units (RSUs) and what they mean to your financial plan & retirement.

Review the RSU guide



Stock Options Guide

Use this guide to understand what stock options are and how to use them as part of your overall financial plan.

Explore ways to use stock options



Bond Ladders

In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that the bonds are maturing, and the proceeds are being reinvested at regular intervals. The more liquidity that an investor needs, the closer together his or her bond maturities should be.

Learn more about utilizing bond ladders


RiverPoint Capital Management is not affiliated with Procter & Gamble.ᅠAny reference to them should not be construed as an endorsement by either party.

The views expressed regarding IRA Rollovers are for commentary purposes only and do not take into account any individual personal, financial, or tax considerations. It is not intended to be a solicitation to buy or sell or engage in a particular investment strategy. Before initiating a rollover, please consult with a tax professional.ᅠ