Financial Planning for Lockheed Martin Employees
Approaching retirement or need assistance with your current benefits package?
With decisions of this magnitude, it’s important to weigh your options. Our team of experienced advisors specialize in comprehensive financial planning, especially with employee benefit packages like the ones offered by Lockheed Martin.
Areas of Expertise:
- Defined Benefit Pension Analysis (Before 2016)
- Defined Contribution Pension Analysis (After 2016)
- NUA stock distribution from your 401(k)
- Hedging concentrated LMT positions with protective options
- Rollover considerations & current environment analysis
- Rollover tax implication analysis
- Retirement benefits analysis
- 401(k) strategies for Mega Backdoor Roth tax advantage
Deferred Stock Bonus Plan (DSBP)
A key decision to make before retirement is determining when to take or defer your stock bonus. Our planning team will provide analysis, support and guidance as the timing is critical to maximize your DSBP benefit.
Please note that Bogart Wealth is not affiliated with or endorsed by Lockheed Martin.
IS A BOUTIQUE RIGHT FOR ME?
By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 900, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.
