Minnesota Estate Tax Planning for 3M Employees and Executives
For most of our careers, the financial focus is pretty straightforward: save diligently, maximize retirement plans, and let investments grow.…
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Access educational articles addressing common financial planning topics for 3M and Solventum employees, including stock compensation, retirement benefits, executive compensation, tax planning, charitable giving, estate planning, and major life transitions. Whether approaching retirement, evaluating equity compensation opportunities, or planning for the future, employees can explore insights designed to support informed decision-making.
Monthly Pension vs. Lump Sum at 3M
After working with hundreds of 3M retirees over the years, we’ve found that one of the biggest decisions we help…
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From Pensions to 401(k)s for 3M Employees
For much of the last century, retirement planning was relatively straightforward. You worked for a company, stayed for a long…
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What 3M Employees Should Know About NUA and Company Stock in a 401(k)
If you’ve spent a long career at 3M and built up company stock inside your 401(k), there’s a tax strategy…
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Non-Qualified Stock Options: Key Planning Considerations for 3M Employees
Non-qualified stock options (NQSOs) can be one of the most valuable components of a compensation package. They create the opportunity…
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3M Stock Concentration Risk
A Note to 3M Employees with Concentrated Stock Positions If you’ve built a $1M+ position in 3M stock, it likely…
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Are You on Track for Retirement? A Webinar for Employees of the 3M Company & Solventum
Retirement planning can be complex for employees of 3M and Solventum, especially when navigating pensions, 401(k) plans, and company-specific benefits.…
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How to Replace Your Paycheck When You Retire: A Webinar for Employees of the 3M Company & Solventum
For personalized financial guidance tailored to the needs of 3M and Solventum employees, click here to schedule a meeting with…
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Year-End Tax Planning Tips: A Webinar for Employees of the 3M Company & Solventum
For personalized financial guidance tailored to the needs of 3M and Solventum employees, click here to schedule a meeting with…
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