Intel employee financial library + specialist advisors
Intel is not one part of their practice. It is their specialty.
Use employer-specific guides to understand the 401(k), SERPLUS, ESPP, company stock, layoffs and retirement—then connect with an advisor who has experience serving Intel employees and navigating these decisions together.
Intel article library
Guidance for the decisions ahead.
Each guide has one job: help you understand a specific planning moment before it becomes an expensive, irreversible decision.
Showing 30 guides.
Leaving Intel
What to Do With Your Intel 401(k) After a Layoff
The four rollover paths and the Intel-specific details to review before moving the account.
Open guideLayoff checklist
Laid Off From Intel? A Complete Financial Checklist
Coordinate severance, benefits, stock, SERPLUS and taxes before transition deadlines close.
Open guideComplete guide
The Complete Financial Guide for Intel Employees
A connected view of workplace benefits, equity compensation, deferred compensation and retirement planning.
Open guideSERPLUS
Intel SERPLUS Distributions and Tax Timing
Verify the election already on file before deferred compensation collides with severance and final-year income.
Open guideRetirement
Retiring From Intel: Pension, 401(k), SERPLUS and Stock
Compare retirement dates using every income source, benefit rule and tax year together.
Open guideRule of 75
Intel Rule of 75 and Retirement Timing
What the current equity disclosure says—and why other Intel benefits use separate rules.
Open guideRSUs
Intel RSUs: Vesting, Withholding and Tax Surprises
Separate compensation income, withholding and the decision to keep company shares.
Open guideRSUs after leaving
What Happens to Intel RSUs When You Leave or Retire?
Review every grant before assuming vesting, forfeiture or retirement treatment.
Open guideESPP
Intel ESPP: The Lookback Is Gone—Here’s the New Math
How the current purchase-price structure changes the decision framework for participation and selling.
Open guideESPP taxes
Intel ESPP Taxes: Qualifying vs. Disqualifying Dispositions
Track purchase dates, sale dates, ordinary income and capital gain before selling shares.
Open guideConcentrated stock
Too Much Intel Stock? A Tax-Aware Diversification Framework
Measure exposure across RSUs, ESPP, brokerage and the 401(k), then build a tax-aware sale policy.
Open guideNUA
NUA on Intel Stock in Your 401(k)
Review the lump-sum and employer-stock tax rules before an IRA rollover closes the option.
Open guideSeverance taxes
Intel Severance and the High-Income Exit Year
Model final pay, severance, equity and SERPLUS before several payments stack together.
Open guideWithholding
Intel Bonus and RSU Withholding
Avoid tax surprises when bonus, equity, severance and SERPLUS income stack together.
Open guide401(k) loan
Intel 401(k) Loan After Leaving
Understand continued repayment, loan offsets and rollover coordination after payroll ends.
Open guide401(k) tax choice
Intel Roth vs. Traditional 401(k)
Compare current tax savings, future tax flexibility, SERPLUS and equity income.
Open guideAfter-tax 401(k)
Intel Mega Backdoor Roth: A Decision Guide
Verify contribution room, conversion mechanics, earnings and cash-flow capacity.
Open guideRoth conversions
Intel After-Tax 401(k) and Roth Conversions
Keep after-tax basis, Roth sources and earnings straight through conversions and rollovers.
Open guideHSA strategy
HSA Strategy for Intel Employees With High Incomes
Use HSA eligibility, limits, cash reserves and investment use as one benefits decision.
Open guidePension
Intel Pension Planning for Long-Tenured Employees
Coordinate legacy pension income with SERPLUS, 401(k), stock awards and taxes.
Open guide401(k) match
Intel 401(k) Match and Contribution Limits for 2026
Separate the employee limit, catch-up amount, employer match and overall plan limit.
Open guide401(k) withdrawals
Intel 401(k) Rule of 55
Review the separation exception and early-access needs before an IRA rollover.
Open guideSERMA
Intel SERMA Retiree Medical Account
Understand public eligibility details, premium reimbursements and retirement timing.
Open guideRetiree medical
Intel Retiree Medical, IRMP and Medicare
Map coverage, SERMA credits and Medicare enrollment across the retirement timeline.
Open guidePension
Intel Minimum Pension vs. Retirement Contribution Plan
Understand how these legacy benefits interact before comparing payment choices.
Open guide401(k) investments
Intel 401(k) Investment Options and Fees
Review the current menu, fees and Intel exposure in the complete household portfolio.
Open guideLayoff health coverage
Intel COBRA and Health Insurance After a Layoff
Compare COBRA, spouse coverage and Marketplace choices using total remaining-year cost.
Open guideStock options
Intel Stock Options After Leaving or Retiring
Put grant-specific vesting, exercise, expiration and tax dates on the departure calendar.
Open guide401(k) catch-up
Intel 401(k) Roth Catch-Up Rule for 2026
How the new $150,000 prior-year wage test can change catch-up treatment.
Open guideESPP taxes
Intel ESPP Quick Sale: Discount and Taxes
Separate the purchase discount, basis reporting and company-stock holding decision.
Open guideReady for company-specific advice?
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