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How Waiting 15 Days to Retire May Save You Thousands in Taxes on Your BRP Payouts
I was recently working with a Shell executive client, let’s call her Lynn, who had been putting in long hours on a challenging assignment and was ready to retire by September 30, 2025. I worked with...
Estate Planning Essentials, Documents & Common Mistakes
by John Siegel, CFP®, EA
September 29, 2025
Why Optimizing Your BP Pension Comes Down to Timing
by John Siegel, CFP®, EA
June 19, 2025
BP 401(K) Changes Impacting the Company Match
by John Siegel, CFP®, EA
June 12, 2025
Can My Unused Vacation Time Affect My Retirement?
by John Siegel, CFP®, EA
March 13, 2025
What You Need to Know About Employee Stock Purchase Plans
by John Siegel, CFP®, EA
March 13, 2025
BP 401(K) Spillover Consequences: What Happens if You Over Contribute?
by John Siegel, CFP®, EA
February 13, 2025
End Of Year Financial Planning Checklist for BP Professionals
by John Siegel, CFP®, EA
January 23, 2025
5 Opportunities for Your BP Annual Cash Bonus
by John Siegel, CFP®, EA
January 23, 2025
Understanding Non-Qualified Retirement Plans at BP: ECP & EBP
by John Siegel, CFP®, EA
January 23, 2025
5 Things to Know About Shell Performance Shares & Stock Compensation
by John Siegel, CFP®, EA
January 23, 2025