P&G Retirement Services - Resource Library
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.
Charitable Remainder Trust GuideUse this guide to understand the terms and benefits of using a Charitable Remainder Trust (CRT). A CRT is can be useful to diversify out of P&G stock without capital gains tax, to aid the charity of your choice.
IRA Trust As A Beneficiary Guide
Use this guide to understand how to use an IRA Trust as the beneficiary of your IRA.
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.
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.
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.
Restricted Stock Units Guide
Use this guide to understand Restricted Stock Units (RSUs) and what they mean to your financial plan & retirement.
Stock Options Guide
Use this guide to understand what stock options are and how to use them as part of your overall financial plan.
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.
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