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Willis Johnson & Associates Blog | Financial Planning and Investment Content

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

by Nick Johnson, CFA®, CFP®
June 29, 2022

Why Optimizing Your BP Pension Comes Down to Timing

by John Siegel, CFP®, EA
May 16, 2022

80 Point & APF: What’s the Difference Between the Shell Pensions

by Steven Chambers, CFA®, CFP®
May 11, 2022

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

by John Siegel, CFP®, EA
May 02, 2022

How to Pick Your Retirement Date to Optimize Your Chevron Pension

by Alexis Long, MBA, CFP®
April 07, 2022

How to Use Cash Reserves as an Emergency Fund for Retirement

by Sarah Sikorski, CPA, CFP®
January 26, 2022

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

by Nick Johnson, CFA®, CFP®
January 04, 2022

Retirement Withdrawal Strategies to Lower Taxes

by Sarah Sikorski, CPA, CFP®
December 27, 2021

401(k) Contribution Limits & How to Max Out the Shell Provident Fund

by Alexis Long, MBA, CFP®
December 07, 2021

401(k) Contribution Limits & How to Max Out the Chevron Employee Savings Investment Plan (ESIP)

by Alexis Long, MBA, CFP®
December 07, 2021
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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
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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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