John Siegel, CFP®, EA

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

401(K) Income Limits: The Mistake Professionals Earning Over $345,000 Often Make

Many executives believe that they're maxing out their 401(k) contributions year after year. However, due to the IRS' 2024 401(a)(17) limitation of $345,000 in income and the impact it has on both...
March 26, 2024

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

July 25, 2022

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

May 02, 2022

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

February 14, 2022

BP Pension (RAP) Decisions to Make Long Before Retirement

October 26, 2021

How to Choose The Best State to Retire In

May 10, 2021

Tax-Efficient Retirement Savings Opportunities for BP‌ Employees

November 01, 2020

Marathon Oil Employees Can Save MORE in the Thrift Plan 401(K)

December 06, 2019

How to Plan for Health Care after Retiring from Chevron

August 19, 2019

Understanding Your Healthcare Benefits After Retiring From Shell

August 19, 2019