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Procter & Gamble 4q planning focus

Profit Sharing Trust – Five Distribution Options at Retirement

Upon separation from service, Procter & Gamble employees have several options regarding how to manage and invest their Profit Sharing Trust. These choices should be carefully reviewed in consideration of your personal investment objectives and tax situation. Our team can work with you to design a personalized strategy after learning about your goals and particular financial situation. But first, let’s go over your potential options.

Stifel is neither affiliated with nor endorsed by Procter & Gamble (P&G).


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