Industrial Services
Industrial Retirement Services answers your retirement questions. Our knowledge and expertise on the retirement plans and benefit packages available allows us to help you select the best benefit mix as you prepare for retirement.
We specialize in managing assets and retirement planning for two distinct industries:
OIL REFINERY AND AEROSPACE
Helping You Retire
Our deep knowledge of the benefits offered by ExxonMobil allows us to help our clients determine if they are able to safely retire with the savings they’ve accumulated over their lifetime and secure them the best benefits mix based on their pension, healthcare, life insurance, and other benefits including social security and Medicare as they prepare for retirement.
taxation planning
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Net Unrealized Appreciation
We are experts on the rules regarding NUA federal tax laws. Currently, federal tax laws contain a rule that applies to certain transfers of company stock from the employee’s retirement plan. By leveraging these laws we help retirees minimize their tax liabilities.
The Apriem Way
At Apriem, we deliver customized, personal service over and above what large corporate firms can offer. Understanding your accounts is just the first step. As an Apriem client, we look beyond your retirement concerns and ensure your estate plan, financial plan, and investment strategy align to get you where you want to go.
