Resources

The years leading up to retirement are critical from a wealth planning perspective. To serve the Bristol-Myers Squibb community, our team of diverse professionals have developed resources that provide insight and perspective regarding pension decisions, 401k, retirement cash flow planning, effective tax management, estate planning, charitable giving, Medicare, and many other retirement related topics.

Meet The Bristol-Myers Squibb Team Contact Us
Q1 Bristol-Myers Squibb Thumbmail

Q1 2019 Earnings Podcast

Jeff Krumpelman, Chief Investment Strategist, Head of Equities & Mike McGinty, Senior Wealth Consultant at Mariner Wealth Advisors share their thoughts on Bristol-Myers Squibb's fiscal first quarter 2019 earnings report.

Watch Video

Top 12 Questions & Mistakes

Top 12 Questions & Mistakes

Mariner Wealth Advisors has an up-to-date understanding of the Bristol-Myers Squibb retirement plan, pension, deferred comp. and benefits packages.

Watch Video

 

YOUR GUIDE TO DISTRIBUTION STRATEGY OPTIONS

Your Guide to Distribution Strategy Options

As of Feb. 2, 2019, Bristol-Myers Squibb has terminated it’s pension plan. Participants in the plan must elect a distribution strategy, either a lump sum distribution or an annuity contract from Athene Annuity and Life Co. during April through May of 2019.

Read Article

 

 

Restricted Stock Units

Restricted Stock Units

A Restricted Stock Unit (RSU) represents one share of Bristol-Myers Squibb stock that will be delivered to you at a future date. For example, if you are granted 100 RSUs, you will receive 100 shares of Bristol-Myers Squibb stock at a future date (minus shares that will be sold to cover your taxes).

Read Article

 

 

Retirement Planning for Heart and Head

Retirement Planning with Heart and Head

Planning for retirement can be overwhelming. Often times, retirement planning is reduced to numbers.

 

Read Article

 

 

401k Questions - Bristol-Myers Squibb

Answers to Common and Not-So-Common 401(K) Questions

The 401(k) is one of the most popular retirement plan accounts; what is it all about?

 

Read Article

 

 

BMS Three Bucket Strategy

Three Bucket Strategy

Mariner Wealth Advisors can help you create a three bucket strategy which is designed to generate a paycheck from your investment account during retirement.

Watch Video

 

Enrolling in Medicare

Enrolling in Medicare

During the Medicare open enrollment period, all Medicare beneficiaries have the option to reconsider their Medicare coverage for the coming year and make adjustments aligned with their needs.

Read Article

 

 

Understanding Your Options When it Comes to Long-Term Care 

There are many long-term care options available for you or your loved ones. 

Read Article

 

 

Strategies for Handling Concentrated Stock Positions

Many affluent investors have amassed significant personal wealth through an inheritance, an equity compensation structure, a great run in an individual stock investment, or the sale of a closely held business to a publicly traded company.

Read Article

 

 

Charitable Remainder Trust

Charitable Remainder Trust

Use this guide to understand the terms and benefits of using a Charitable Remainder Trust (CRT). A CRT is an option to diversify out of Bristol-Myers Squibb stock, while minimizing capital gains tax and aiding the charity of your choice.

Read Article





Stock Collars

Stock Collars

Use this guide to help you understand stock collars, which is one way to protect against the risk of Bristol-Myers Squibb stock price dropping rapidly, either just before exercising stock options or just after retirement and before you can diversify.

Read Article





Bond Ladders

Bond Ladders

In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that the bonds are maturing, and the proceeds are being reinvested at regular intervals. The more liquidity that an investor needs, the closer together his or her bond maturities should be.

Read Article





IRA Trust As A Beneficiary, Bristol-Myers Squibb

IRA Trust as a Beneficiary

Use this guide to understand how to use an IRA Trust as the beneficiary of your IRA.

Read Article

 

 

 

IRAs: Traditional or Roth?

IRAs: Traditional or Roth?

The idea of tax-advantaged accounts for retirement savings has been around since 1974 when the Individual Retirement Account (IRA) was first introduced. The Roth IRA, fairly new on the scene, was part of the Taxpayer Relief Act of 1997.

Read Article

 

 

Social Security: When to Start Receiving Benefits

Social Security: When to Start Receiving Benefits

The nagging question we all begin to ponder as we approach retirement, “When should I begin taking Social Security benefits?” is a complex one that often does not have an easy answer. It depends on your situation and objectives. Here, we provide a general overview of some considerations to keep in mind as you decide when to begin receiving Social Security benefits.

Read Article

 

 

Mariner Wealth Advisors is not affiliated with Bristol-Myers Squibb. Any reference to Bristol-Myers Squibb should not be construed as an endorsement by either party.