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Tag: Lockheed Martin

Maximizing the Benefits of a Health Savings Account
Maximizing the Benefits of a Health Savings Account
5 Mar 2024
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Imagine someone told you there was a tool that allows you to make contributions that reduce your taxable income, accumulate tax-free earnings, and make tax-free distributions if they are used for qualified health expenses. Sounds […]
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Retirement Is Near. What Is Your Retirement Income Plan?
Retirement Is Near. What Is Your Retirement Income Plan?
14 Feb 2024
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Statistics tell us the only 1 in 6 retirees have a retirement income plan. On average, many Americans approach retirement without a clear understanding of their financial readiness. This uncertainty often leads to a lack […]
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What Is NUA, And Should I Think About It?
What Is NUA, And Should I Think About It?
3 Feb 2023
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The obscure acronym NUA, which stands for “Net Unrealized Appreciation”, is one that Lockheed Martin employees holding shares of company stock in their 401k plans might have heard. The Lockheed plan allows for the company’s […]
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What It Means To Truly Be Diversified
What It Means To Truly Be Diversified
3 Feb 2023
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Last year was historic on many fronts as it relates to the market and volatility. This includes downside volatility (markets declines), along with Fed action that investors have not experienced in decades. Prior to this, […]
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Coordinating Retirement Income
Coordinating Retirement Income
3 Feb 2023
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Retirement income for Lockheed Martin retirees is a highly important factor to consider when creating a financial plan. When beginning to explore retirement, individuals with a Lockheed pension plan must thoroughly explore their options. To […]
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