Transition Services
MR Portland has recognized that during a career transition there are very few comprehensive resources available to assist in advising an executive on how to make that transition financially without making major mistakes or to maximize economic benefits. We have established a relationship with a financial advisory team that deals with executive transitions. The team can help to educate you on the opportunities and pitfalls you may face in making the financial decisions that pertain to your specific transition.
Would you like someone to contact you regarding:
Transitional issues:
- Retirement plan rollovers and consolidation - What options are available?
- Stock options - What are the tax implications on your incentive or non-qualified options?
- Do you face "accelerated expiration" upon departing your company?
- Deferred compensation - What are the implications of having to take a distribution upon leaving?
- Restricted/Control Stock - What are the special procedures or legal reporting requirements for handling sales of restricted and control stock?
- Liquidity for a transition - How should I structure my assets to ensure my liquidity through the purchase of a new home and sale of my existing home? What unique financing options exist?
Financial planning issues:
- Retirement Planning - How do I know if I am saving enough for my retirement or for my children's college education?
- New corporate savings plans - Are there corporate plans that can assist in shorter term goals such as funding college or saving more tax efficiently for a vacation home? How can I best utilize my new compensation structure to reach my financial goals?
- Estate planning - How could a relocation to a new state affect my existing estate plan? Should I be concerned about creating an estate plan?
- Stock options - How can I create a plan to track and exercise stock options?
