Retirement Planning Guide for Employees of
Critical Retirement Considerations
What you can expect from this guide
As an employee of Burns & McDonnell, you have access to exclusive financial opportunities to enhance your future. Through the 401(k) and Employee Stock Ownership Plan (ESOP), employees of Burns & McDonnell have a unique advantage of having ownership in one of the most successful companies in the world.
Our guide will help you get answers to questions like…
- How do you know if you have saved enough?
- How much is truly enough?
- What about the potential tax burdens?
- What happens to your ESOP when you stop working?
- Do you need a 401(k) if you contribute to your Burns & McDonnell ESOP?
- Is working with an advisor right for you?
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Retirement Income Planning
Focusing on investments, pensions, social security, tax and estate planning.
From active portfolios to mutual funds, IRA’s 401k’s and more.
Income Tax Preparation
Come tax season, these advisors are your best friend, navigating the tax code with ease for the best return.
Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement.