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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...
Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners
by Nick Johnson, CFA®, CFP®
December 31, 2024
How Shell Employees Can Benefit From Deferred Compensation
by Nick Johnson, CFA®, CFP®
December 20, 2024
How To Use a Backdoor Roth for Tax-Free Savings
by Nick Johnson, CFA®, CFP®
November 25, 2024
401(K) Income Limits: The Mistake Professionals Earning Over $360,000 Often Make
by Nick Johnson, CFA®, CFP®
November 21, 2024
How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout
by Nick Johnson, CFA®, CFP®
November 21, 2024
Shell Pension Transfer to Prudential: A Guide for Shell Retirees
by Nick Johnson, CFA®, CFP®
May 10, 2024
What You Need to Know About Shell Retiree Health Insurance
by Nick Johnson, CFA®, CFP®
August 15, 2023
The Importance of Diversification: How Much Company Stock is Too Much in Your Portfolio?
by Nick Johnson, CFA®, CFP®
March 19, 2021
What You Should Know About Backdoor Roth IRAs vs. Brokerage Accounts
by Nick Johnson, CFA®, CFP®
May 01, 2019
3 Steps to Calculate Your Shell 80 Point Benefit Restoration Plan Pension Lump Sum
by Nick Johnson, CFA®, CFP®
October 25, 2018

