Retiring from P&G in the Next 10 Years?
Start with This Free Retirement Checklist Built Specifically for P&G Employees.
This free checklist walks through many of the retirement planning topics P&G employees commonly face — including pensions, 401(k) decisions, taxes, Social Security, and retirement income planning.
- 100% Free. Just practical guidance.
Stone House is an Independent Company and is not endorsed by nor affiliated with Procter & Gamble P&G.
Retirement from P&G Comes With Important Decisions
If you’re within a few years of retirement, there are likely several moving parts to think through:
P&G Profit Sharing Trust (PST) options
Social Security coordination
Retirement income planning
Tax considerations
401(k) rollover decisions
Healthcare and insurance planning
This checklist was created to help P&G employees organize those decisions and better understand what questions to ask as retirement gets closer.
What the Checklist Covers
- P&G Profit Sharing Trust (PST) options
- Distributions and retirement timing considerations
- 401(k) rollover questions
- Retirement income planning
- Social Security timing
- Tax considerations in retirement
- Healthcare and insurance questions
- Estate planning reminders
- Lifestyle and transition considerations
- Built specifically for P&G employees.
This checklist is for informational and educational purposes only and should not be construed as personalized investment, tax, or legal advice. All investments involve risk, including the possible loss of principal.
Stone House Works With Many Families Preparing for Retirement
Our team regularly works with individuals and families preparing for retirement across several employer groups, including P&G employees.
The goal of this checklist is simple:
To help you begin organizing the important decisions that often come with retirement planning.
MIKE CRAVATH, WMS℠
RYAN VASSIL, WMS℠
CHAD TAAKE, CFP®
KIRK LUNGER
BARBARA GRIMAUD, ESQ.*
BEN ROBINSON
ZACHARY POLOVITCH
TODD MONAHAN, CEPA®
AIDAN BROWN, CEPA®
- Local Advisors. Personal service. Fiduciary advice.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CEPA® is a registered trademark of the Exit Planning Institute, which authorizes use of the mark by individuals who have successfully completed its certification requirements.
Wealth Management Specialist℠ and WMS℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct. You can verify designee status at http://cffpdesignations.com or call 800-237-9990.
Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.
*Barbara Grimaud is a licensed attorney. Legal services, if any, are provided in her individual capacity and are not services of Stone House Investment Management, LLC.
No pressure. No obligation.
This checklist is educational and intended to help P&G employees better understand retirement planning considerations.