John Siegel, CFP®, EA

John Siegel, CFP®, EA
WEALTH MANAGER
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Recent Posts

Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates

There's a right and wrong way to make withdrawals to maximize tax efficiency when you retire. If you plan for your withdrawals and income properly, you can efficiently and effectively implement...
January 06, 2022

Why Optimizing Your BP Pension Comes Down to Timing

November 12, 2021

BP Pension (RAP) Decisions to Make Long Before Retirement

October 26, 2021

How to Choose The Best State to Retire In

May 10, 2021

Marathon Oil Employees Can Save MORE in the Thrift Plan 401(K)

December 06, 2019

How to Balance Your BP Retirement Options

August 22, 2019

How to Plan for Health Care after Retiring from Chevron

August 19, 2019

Understanding Your Healthcare Benefits After Retiring From Shell

August 19, 2019