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We all have dreams, and as we emerge from the pandemic, a lot of us are setting our sights on retirement. Of course, retirement looks different for everyone, but we all age. We want to help make sure you’re prepared before giving that permanent two weeks’ notice.
If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities. Since your company is private there often is no good way to convert that stock or option into cash until there is a liquidity event (usually a recapitalization, a sale of the company, or going public).
To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our guide to investment services.
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To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our Guide to Investment Services and Brokerage Products.
Investing in securities involves risks, and there is always the potential of losing money when you invest insecurities. Past performance is not a guarantee of future results.
JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax,legal or accounting advice. You should consult your personal tax, legal and accounting advisors before engaging in any transaction.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
J.P. Morgan WealthManagement is a business of JPMorgan Chase & Co., which offers investment products and services throughJ.P. Morgan Securities LLC(JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE:· NOT FDIC INSURED · NOT INSURED BYANY FEDERAL GOVERNMENT AGENCY · NOTA DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES · SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED