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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...
How Waiting 15 Days to Retire May Save You Thousands in Taxes on Your BRP Payouts
by Nick Johnson, CFA®, CFP®
September 30, 2025
Stock Market News and Investment Insights for 2025
by Nick Johnson, CFA®, CFP®
August 29, 2025
How Restricted Stock Works & What You Should Consider for Your Financial Plan
by Nick Johnson, CFA®, CFP®
March 13, 2025
Broker Dealer vs RIA: Types of Financial Advisors & Which is Right for You
by Nick Johnson, CFA®, CFP®
March 12, 2025
How to Compare: Roth Contribution vs. Roth Conversion
by Nick Johnson, CFA®, CFP®
February 05, 2025
83(b) Elections & Performance Shares: What You Need to Know
by Nick Johnson, CFA®, CFP®
January 23, 2025
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
by Nick Johnson, CFA®, CFP®
January 18, 2025
Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners
by Nick Johnson, CFA®, CFP®
December 31, 2024
How to Strategically Set Your Retirement Date from Shell Oil
by Nick Johnson, CFA®, CFP®
December 18, 2024
How To Use a Backdoor Roth for Tax-Free Savings
by Nick Johnson, CFA®, CFP®
November 25, 2024