Engineer Extraordinary Financial Health Using Your Medtronic Benefits
Are You Taking Advantage of Your Medtronic Benefits?
Hover Below to Find Out
401(K) & RETIREMENT SAVINGS
KEY BENEFITS
Generous company match of up to 7.5% with automatic escalation to 10%, 3-year vesting, and Fidelity administration.
WHERE WE HELP
Ensure you capture every dollar of “free money” by optimizing contributions to secure the full match.
EMPLOYEE STOCK PURCHASE PLAN (ESPP)
KEY BENEFITS
15% discount on Medtronic stock purchases through convenient quarterly periods.
WHERE WE HELP
Strategize contributions and sales timing to maximize returns while navigating tax nuances effectively.
RESTRICTED STOCK UNITS & STOCK AWARDS
KEY BENEFITS
Valuable equity compensation with varying vesting schedules and flexible settlement options.
WHERE WE HELP
Guide vesting schedules, sales windows, blackout periods, and diversification to avoid leaving money on the table or insider trading risks.
DEFERRED COMPENSATION (CAP & NRPS)
KEY BENEFITS
Exclusive high-earner program with attractive fixed interest options for tax-deferred growth.
WHERE WE HELP
Provide advanced tax deferral strategies and payout planning tailored for executives to fully leverage this benefit.
CHARITABLE GIVING & HSA
KEY BENEFITS
$1:1 company match on charitable donations plus up to $1,250 family HSA contribution.
WHERE WE HELP
Maximize these easy tax-advantaged wins by coordinating contributions and matches for immediate savings and impact.
INSURANCE PROTECTION
KEY BENEFITS
Company-provided disability, long-term care, and life insurance with options to supplement personally.
WHERE WE HELP
Build customized coverage by blending Medtronic offerings with personal policies to eliminate gaps and safeguard your income, family, and wealth.
5 Ways to MaximizeYour Medtronic 401k Plan
You Will Learn To:
Get The FREE Guide Here
Curious how MedTech employees have navigated unique financial situations?
Working with Perspective 6
Step 1: Vision Call
Gain a 360-degree perspective of your life and financial goals.
Step 2: Direction Meeting
Confirm your vision, align your capital with your values, and outline next steps
Step 3: Focus Meeting
Begin implementing your plan and help set the stage for long-term success.
Take the Next Step
Stop worrying about stock compensation and high taxes. Take the first step toward turning your stock and benefits into financial independence by scheduling an introductory call.
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