John Siegel, CFP®, EA

John Siegel, CFP®, EA
SR. WEALTH MANAGER
Find me on:

Recent Posts

BP 401(K) Spillover Consequences: What Happens if You Over Contribute?

The BP Employee Savings Plan (ESP) is an excellent resource for savings, but if your goal is to max out contributions to it, you must closely monitor your contributions to the plan. Why?
February 13, 2025

End Of Year Financial Planning Checklist for BP Professionals

January 23, 2025

5 Opportunities for Your BP Annual Cash Bonus

January 23, 2025

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

January 23, 2025

Considering a Backdoor Roth Contribution? Don’t Forget Form 8606!

January 23, 2025

Tax-Efficient Retirement Savings Opportunities for BP‌ Employees

January 17, 2025

How to Choose The Best State to Retire In

January 17, 2025