Unlike our business owner clients, compensated executives face sophisticated tax and benefit considerations.
Benefits often are available as incentives to keep talented executives with their respective employers. The type of benefits that require guidance and sound advice are the following:
If any of the benefits above sound familiar you may want to consider learning the appropriate pathway to your retirement as these benefits have complex tax implications. Each of these benefits can impact your retirement from corporate America. The professionals at The Astorino Financial Group have customized techniques and programs that can help manage your retirement income. Our dedicated team can deliver turnkey solutions as we have employee benefit professionals able and willing to provide sound advice.
Corporate executives often have different needs to consider -blended family arrangements, divorce, timing of Social Security, and Required Minimum Distributions are a few to mention. Also, some clients live in Community Property, may have Complex Trusts, Irrevocable Trusts, Special Needs Trust often which are introduced during retirement planning. The team at The Astorino Financial Group understands that every client is unique and treated with empathy and singular focus on their life goals. We are proud to have served clients for more than 35 years of combined experience without deviating from the mission of Putting Clients First.