P & G Retirement Planning Guide
by John Cornetet, J.D., CFP
The P&G Retirement Guide outlines the unique issues and needs of employees retiring from the Procter & Gamble Company.
This Retirement Guide is over eighty pages of comprehensive tax, legal, financial planning, and investment information. My goal is to help you manage your own retirement, recognize that you can’t or don’t want to manage your retirement, or to help you be a better consumer when interviewing money managers and other professionals. The table of contents is as follows:
Table of Contents
| Chapter | 1 | Introduction to Retirement Planning |
| Chapter | 2 | Income Taxes |
| Chapter | 3 | Income Tax Rules on IRA Distributions |
| Chapter | 4 | Retirement Distribution Options |
| Chapter | 5 | Money Management Relationship and Fees |
| Chapter | 6 | Investment Products |
| Chapter | 7 | Mutual Funds |
| Chapter | 8 | Common Investment Mistakes |
| Chapter | 9 | Understanding Investment Risk |
| Chapter | 10 | Basic Investment Planning |
| Chapter | 11 | Diversification and Asset Allocation |
| Chapter | 12 | Estate Planning |
To download the guide, we ask that you please provide us with your name and email address. I am requesting your name and email address for my use only. I may from time to time announce seminars; send newsletters; or other timely updates. I will not give your email address to any other person. Once you click the Download button below, an email will be sent to you with a link to the P&G Retirement Guide.
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By downloading this Retirement Planning Guide you are agreeing that the content of this guide has been prepared by John B. Cornetet for informational purposes only and is not legal or tax advice. The information is not intended to create, and receipt does not constitute, an attorney-client relationship. Readers should not act upon this information without seeking professional counsel.
While reviewing the P&G Retirement Guide, if you have any questions or would like to talk with me about any issues relating to estate planning, retirement planning, financial planning, or tax planning, please feel free to call me at (513) 771-2444.