What You’ll Get Inside the Guide:
Know Exactly What’s Available to You
From your 401(k) to RSUs and executive retirement plans—we explain what you have and how to use it.
Avoid the Tax Traps Around Equity & Payouts
Learn how to optimize when and how you access benefits to keep more of your wealth.
Align Your Benefits with a Real Plan
Make smarter decisions today that support your long-term goals—whether that’s early retirement, funding college, or buying that lake house.
M&T Bank Employees: Unlock the Full Value of Your Financial Benefits
Maximize Your M&T Benefits & Build a Smarter Path to Wealth—Without the Guesswork
If you work at M&T Bank and want to make the most of your 401(k), RSUs, pension, or stock options—this guide breaks down what’s available, what matters, and how to make it work for you. Backed by years of experience advising M&T professionals, Tailored Wealth gives you clarity, confidence, and a clear plan for your future.
By clicking submit, you consent to receive emails from Tailored Wealth, including newsletters and educational content, and you agree to our License, Terms and Privacy Policy. You can opt out at any time.
M&T Bank Employees: Unlock the Full Value of Your Financial Benefits
Maximize Your M&T Benefits & Build a Smarter Path to Wealth—Without the Guesswork
If you work at M&T Bank and want to make the most of your 401(k), RSUs, pension, or stock options—this guide breaks down what’s available, what matters, and how to make it work for you. Backed by years of experience advising M&T professionals, Tailored Wealth gives you clarity, confidence, and a clear plan for your future.
By clicking submit, you consent to receive emails from Tailored Wealth, including newsletters and educational content, and you agree to our License, Terms and Privacy Policy. You can opt out at any time.
What You’ll Get Inside the Guide:
Know Exactly What’s Available to You
From your 401(k) to RSUs and executive retirement plans—we explain what you have and how to use it.
Avoid the Tax Traps Around Equity & Payouts
Learn how to optimize when and how you access benefits to keep more of your wealth.
Align Your Benefits with a Real Plan
Make smarter decisions today that support your long-term goals—whether that’s early retirement, funding college, or buying that lake house.
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