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Three Tax Reducing Strategies for Retiring Aerospace & Defense Industry Executives Who Want to Keep Working – Part 3

by higheruser | Dec 20, 2019 | Uncategorized

Nearly every one of the executives I work with that have retired from the Aerospace & Defense Industry in the last five years have continued to work as consultants either as an employee or self-employed.  After spending the last 30+ years as an employee, retiring...

Three Tax Reducing Strategies for Retiring Aerospace & Defense Industry Executives Who Want to Keep Working – Part 2

by higheruser | Nov 21, 2019 | Uncategorized

Nearly every one of the executives I work with that have retired from the Aerospace & Defense Industry in the last five years have continued to work as consultants either as an employee or self-employed.  After spending the last 30+ years as an employee, retiring...

Five Year-End Tax Strategies for Restricted Stock Units (RSUs)

by higheruser | Nov 6, 2019 | Uncategorized

Before we can talk about efficient tax strategies for Restricted Stock Units (RSUs), we need to understand exactly how they are taxed.  First, they are taxed as ordinary income when they vest and withholding taxes are due at that time.  After vesting, if stock is held...

Avoid These Three Costly Mistakes on Your Lockheed Martin Pension

by higheruser | Aug 28, 2019 | Uncategorized

Most Lockheed Martin executives are eligible to receive significant pension benefits beginning at age 55.   However, with eight different Pension Payment Methods there are costly mistakes that can be made depending on your specific situation. Mistake #1 – Choosing...

A Financial Framework for Senior Executives in the Aerospace & Defense Industry

by higheruser | Aug 28, 2019 | Uncategorized

Patrick B. Wallace, President Higher Strata Wealth Management, LLC Many senior executives in the Aerospace & Defense Industry have spent their careers growing and managing the businesses for their shareholders and employees. Their busy, demanding jobs can often...
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