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John Siegel, CFP®, EA

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

Featured Post:

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
by John Siegel, CFP®, EA
November 25, 2025
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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

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

by John Siegel, CFP®, EA
January 23, 2025

Tax-Efficient Retirement Savings Opportunities for BP‌ Employees

by John Siegel, CFP®, EA
January 17, 2025

How to Choose The Best State to Retire In

by John Siegel, CFP®, EA
January 17, 2025

Understanding Stock Compensation in the BP Share Value Plan & How it’s Taxed

by John Siegel, CFP®, EA
December 31, 2024

Retirement Planning for BP Professionals: 3 Mistakes to Avoid

by John Siegel, CFP®, EA
December 31, 2024

How to Determine The Best Date for a BP Retirement

by John Siegel, CFP®, EA
December 31, 2024

BP Pension Crediting: How It Works & When You Should Take or Defer It

by John Siegel, CFP®, EA
June 13, 2023

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

by John Siegel, CFP®, EA
July 25, 2022

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057