Should I do an in-service withdrawal from my 401k?

By |2022-03-29T22:49:45+00:00March 22nd, 2022|401k|

Do you know that you can pull funds from your 401k before you retire? With the recent market volatility, many Lockheed employees are looking at in-service withdrawals an option to take some of the timing risk out of their retirement nest eggs. The in-service withdrawal is an option for [...]

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ESOP Plan: What is Net Unrealized Appreciation (NUA)?

By |2020-04-23T15:39:28+00:00November 7th, 2018|401k|

Lockheed ESOP Plan: What is Net Unrealized Appreciation (NUA)? (Note: See January 2020 update in italics below) For many years, Lockheed Martin has rewarded its employees with LMT stock in the company ESOP plan. The longer those employees have worked for the company, the more they've seen that LMT [...]

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