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In July 2020, Harley-Davidson Inc. announced that it will be eliminating 700 positions, leaving many employees with severance or early retirement packages.
If you’re a Harley-Davidson employee, how can you make the most of your retirement or severance?
Today, Jeremy Keil shares his insight and experience from working with Harley-Davidson employees and the considerations these employees should keep in mind when offered early retirement or severance packages.
In this episode, you’ll learn:
- Three success secrets of a Harley-Davidson retirement or severance
- Why you need to look at your overall financial picture with every decision you make
- How the timing of your severance or retirement can drastically change your tax planning picture
- Why you should think twice when rolling your 401(k) over to an IRA
- Two ways to figure out if you have the right financial advisor for you
- And more!
Join Jeremy now and discover how you can make the most of your retirement or severance package from Harley-Davidson!
Resources: Keil Financial Partners: (262) 333-8353 | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor | Podcast #5: Planning Ahead For Social Security | Harley-Davidson Retirement Checklist |Subscribe
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.