Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates

There's a right and wrong way to make withdrawals to maximize tax efficiency when you retire. If you plan for your withdrawals and income properly, you can efficiently and effectively implement...
January 06, 2022

How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout

November 15, 2021

Why Optimizing Your BP Pension Comes Down to Timing

November 12, 2021

BP Pension (RAP) Decisions to Make Long Before Retirement

October 26, 2021

How to Get the Full Chevron 401(k) Match (and Why People Miss Out)

October 04, 2021

How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions

September 28, 2021

How to Pick Your Retirement Date to Optimize Your Chevron Pension

September 28, 2021