UPS Management and Pilots Face Unique Retirement Planning Challenges and Opportunities

You may be in UPS management or a pilot at UPS approaching retirement.

You are ready to navigate the planning opportunities and challenges that United Parcel Service employees face.

You may be wondering how to handle a large concentrated stock position and are considering the advantages of diversifying your portfolio.

Understanding Your Issues

Two members of our team, Marc Young and Tim Campisano, spent part of their careers working at UPS and have a strong understanding of the company benefit plans and the issues specific to your retirement.

  • Your top concerns may be maintaining your lifestyle through retirement and, equally as important, keeping your hard-earned wealth.
  • You may be looking for more than investment advice – someone who focuses on your needs and well-being.
  • You may be seeking advice to guide your insurance needs, decisions around liabilities, estate planning decisions, and other wealth management issues.

Specializing in Serving You

Our team specializes in providing consulting services to UPS management and UPS pilots on key issues including:

  • Concentrated stock positions
  • Stock options (e.g., RSU, ISO, NQSO)
  • Stock ownership requirements
  • Deferred compensation
  • Navigating corporate resource websites
  • Pension programs
  • Net Unrealized Appreciation (NUA) analysis

We invite you to talk with us about how UPS employees can successfully transition into retirement. Please contact us here »

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UPS is not affiliated with and does not endorse Raymond James.