John Siegel, CFP®, EA

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

How to Use Cash Reserves as an Emergency Fund for Retirement

You’ve finally made it to retirement. You’ve achieved the goal of financial independence. Now what? In this article, we talk about making tax-efficient withdrawals in retirement. While smart...
February 13, 2026

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

5 Ways to Re-Invest BP Stock to Limit Concentration Risk

July 25, 2022