John Siegel, CFP®, EA

John Siegel, CFP®, EA
SR. WEALTH MANAGER
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Recent Posts

How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings

When thinking about retirement, a few essential to-dos come to mind as you work toward financial independence to ensure you're on track. If you're checking your investment allocations and managing...
November 25, 2024

End Of Year Financial Planning Checklist for BP Professionals

October 16, 2024

Understanding Non-Qualified Retirement Plans at BP: ECP & EBP

July 01, 2024

Why Optimizing Your BP Pension Comes Down to Timing

May 15, 2024

How to Determine The Best Date for a BP Retirement

March 13, 2024

5 Opportunities for Your BP Annual Cash Bonus

February 27, 2024

Retirement Planning for BP Professionals: 3 Mistakes to Avoid

February 08, 2024