Willis Johnson & Associates
  • Who We Serve
    • Chevron Professionals
    • Shell Professionals
    • Corporate Executives
    • BP Professionals
  • How We Serve You
    • Our Investment Philosophy
    • Our Process
    • Our Fees
    • Why Us?
  • About Us
    • Our Story
    • Our Team
    • Careers
  • Resources
    • Events
    • Blog
    • Library
    • Contact
Client Portal
  • Who We Serve
    • Chevron
    • Shell
    • Corporate Executives
    • BP
  • How We Serve You
    • Our Investment Philosophy
    • Our Process
    • Our Fees
    • Why Us?
  • About Us
    • Our Story
    • Our Team
    • Careers
  • Resources
    • Events
    • Blog
    • Library
  • Contact

Willis Johnson & Associates Blog | Financial Planning and Investment Content

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

by Steven Chambers, CFA®, CFP®
December 27, 2021

How to Rollover After-Tax Contributions from Chevron's 401(k) to a Roth IRA

by Alexis Long, MBA, 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

401(k) Contribution Limits & How to Max Out the BP Employee Savings Plan (ESP)

by John Siegel, CFP®, EA
December 07, 2021

Estate Planning Essentials: A Guide to Estate Planning Documents & Common Mistakes

by Glen Rives, JD, CFP®
September 30, 2021

How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions

by Sarah Sikorski, CPA, CFP®
September 28, 2021

2021 Tax Changes: Biden's High-Income Families' Income & Capital Gains Taxes Proposal

by Nick Johnson, CFA®, CFP®
June 23, 2021

How to Choose The Best State to Retire In

by John Siegel, CFP®, EA
May 10, 2021

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

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

    Companies

    • Corporate Executives
    • BP
    • Chevron
    • Shell

    Categories

    • News
    • Financial Planning
    • Retirement
    • Tax Strategies
    • Investments

    Newsletter

    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
    marketing@wjohnsonassociates.com
    facebook
    twitter
    linkedin

    Who We Serve

    • BP
    • Chevron
    • Shell
    • Corporate Executives

    How We Serve You

    • Our Investment Philosophy
    • Our Process
    • Our Fees
    • Why Us?

    About Us

    • Our Story
    • Our Team
    • Careers

    Resources

    • Events
    • Blog
    • Library
    • Contact
    Advisory
    FA MAG
    HBJ
    Disclosures | ADV | Privacy Policy| Form CRS
    Texas
    facebook
    twitter
    linkedin
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
    marketing@wjohnsonassociates.com
    Disclosures ADV Privacy Policy Form CRS
    • Advisory
    • Fa Mag
    • HBJ

    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.

    Check the background of this firm on FINRA BrokerCheck.

    © 2022 Willis Johnson & Associates. Registration does not imply a certain level of skill or training.

    This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, LA, MD, MI, MS, NC, NM, NY, PA, SC, TX and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.