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Willis Johnson & Associates Blog | Financial Planning and Investment Content

How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings

by Alexis Long, MBA , CFP®
April 01, 2021

Willis Johnson & Associates Named a 2021 Best Place to Work for Financial Advisers

by Jordan Lynch
March 23, 2021

Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners

by Nick Johnson, CFA®, CFP®
March 08, 2021

How High-Income Earners Can Make Roth Contributions for Tax-Free Savings

by Nick Johnson, CFA®, CFP®
March 08, 2021

Biden's Tax Plan Explained for High-Income Earners Making Over $400,000

by Nick Johnson, CFA®, CFP®
February 11, 2021

Shell GESPP: Everything You Need to Know about The Shell Shares Plan

by Nick Johnson, CFA®, CFP®
February 01, 2021

Should Your Investment Strategy Shift In The Blue Wave?

by Nick Johnson, CFA®, CFP®
January 28, 2021

Your Shell 80 Point Pension BRP Could Increase by Over $250K by Retiring 31 Days Later

by Nick Johnson, CFA®, CFP®
January 11, 2021

How Waiting 15 Days to Retire May Save You $50,000 in Taxes on Your BRP Payouts

by Nick Johnson, CFA®, CFP®
January 11, 2021

The 401(K) Mistake Executives Earning Over $290,000 Make All the Time

by Nick Johnson, CFA®, CFP®
November 19, 2020
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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
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    Who We Serve

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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
    marketing@wjohnsonassociates.com
    Disclosures ADV Privacy Policy Form CRS
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    Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm.

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