Our team has collaborated with P&G employees for decades.
P&G employees and retirees have long had unique opportunities embedded within their profit sharing and savings plan. The most notable is the Net Unrealized Appreciation (NUA) method, often utilized to roll P&G preferred shares out of the Profit-Sharing Trust.
We have extensive experience with P&G stock options, restricted stock units (RSU), and concentrated positions in low cost bases P&G shares.
Our experience and knowledge with the facets of P&G retirement plans and benefits allow us to develop optimal strategies to achieve specific goals for our clients.
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