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How Post-vesting Periods Play Havoc with Unplanned Retirement

April 07, 2015 12:39 PM | Theresa Boyce (Administrator)

Eileen is well prepared for retirement – but not quite yet. The general counsel for a public company had planned for retirement at age 65. New post-vesting holding period rules are colliding with the prospect of using her performance shares for an unplanned retirement.

To learn more about post-vesting holding periods and how to consider and address their impact on your retirement timeline, read the full article by SFG Wealth Planning Services here.