Finance
From HPAlumnipedia
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Contents |
Articles
Articles on financial issues for exHPers
- Tax publications, forms, and instructions are all online and searchable on the IRS website.
- LTC Insurance LTC in general -- and issues with the new carrier, John Hancock.
- Mellon tapes -- BNY Mellon Shareholder Services lost personal info on 12 million stockholders.
- Bonus and Commission - EER2007 (members only)
- Stock and Options -- tools and advice developed by HPAA members on dealing with HP and Agilent stock and options
- Find or Track Information About HP
- Unemployment Insurance (members only) -- including how to get unemployment insurance if you took EER
- Personal business on company systems -- applies with any employer ...and whether you are leaving soon or not.
- Tax implications for the year you leave
- Retirement Medical Savings Account -- HP-subsidized RMSA account available to 2007 EER participants (members only)
- Using certified mail to confirm receipt of key documents
Advice
HPAA members pass along their advice on how to manage finances.
- How to conquer your fear of finances by Mabel Esteves, June 2007 (members only)
- Helpful books, websites, and podcasts by Gary Marcos, September 2007 (members only)
- Choosing an advisor or financial planner by Bob Adams, Certified Financial Planner, June 2007 (members only)
- Types of personal financial planners by Artie Green, PWJohnson Wealth Management, June 2007 (members only)
- Converting pension or 401k to IRA by Artie Green, PWJohnson Wealth Management, October, 2007 (members only)
- Are Direct Rollovers taxable?
- Are Social Security benefits taxable?
- Evaluating a company or opportunity How to quickly research any company you might do business with.
HP Escalation
- How to obtain a copy of your HP W-2 (members only)
- Escalate a Fidelity problem to HP (members only)
- Escalate a Benefits problem to HP (members only)
HP Products
- Find or Track Information About HP
- HP Product Discounts (members only)
- Escalating product problems (members only)
