Oshkosh Corporation Employees! You Must Make a Pension Election by September 1st!

August 12th, 2022 | | Financial Planning

If you are struggling to figure out what to do now that your Oshkosh Corporation Pension is terminating, please read on. The team at AEGIS Financial can provide help…

Oshkosh Corporation is terminating their Salaried and Clerical Employees Retirement Plan (“the Salaried Pension Plan”). There are many different distribution options available to you including taking your benefit in a one-time lump sum payment or rollover. A rollover gives you the opportunity to put your pension benefit into an individual retirement account (IRA) or another qualified plan.

At AEGIS Financial we are here to guide you through this decision!

With CPA and CFP professionals on staff as well as a team of wealth managers, who have experience helping both current and former Oshkosh Corporation employees. We will look at your options closely as a part of your overall financial plan and offer advice that is tailored for you individually.

We are a fiduciary advisor who pride ourselves in providing individualized advice which benefits you, the client, first and foremost keeping your best interests at heart. If you or someone you care about needs unbiased client-first advice, please feel free to refer them to the team at AEGIS Financial. To schedule your FREE consultation, give us a call at (920) 233-4650 to get started today! 

70 + Older | Housing Options for Older Individuals

As you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or […]

Under 70 | Caring for Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think […]

Under 60 | Evaluating an Early Retirement Offer

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do […]