The Smart Chevron Exit Plan:
How to Retire at the Right Time & Keep More of Your Money

As a Chevron employee, do you know that the retirement date you choose can significantly affect your retirement funds? After a long career at Chevron, picking a retirement date can be quite complicated.

Let's face it: if you’re not considering your employee benefits, taxes, and income distribution when selecting your Chevron retirement date, you’re potentially leaving money on the table. 

In this webinar, Nick Johnson, CFA^®, CFP^®, President and Chief Investment Officer, dives into the myths surrounding Chevron’s executive benefits. He discusses how selecting the wrong retirement date could cost you thousands in taxes by pushing you into the highest tax brackets and answers the following questions:

• Taxes: Can timing your ESIP withdrawals, Chevron Performance Shares, CRP Pension, and RRP payouts properly lower your taxes in retirement?

• Timing: What's the biggest factor in determining your retirement date?
  (Hint: It's not what you'd expect)

• Segment Rates: Segment rates stayed high throughout 2024, and we've not seen rates drop in recent months. Which rates typically result in significantly higher pension lump sum payouts and how should that factor into your retirement planning in 2025?

• Major Decisions: How do you make sure to get the most from your Chevron benefits when you retire?

There are many inefficient ways to choose your benefit elections for retirement - we will discuss all the options and how to pick the best elections for you.  Fill out the form to save your seat.

Do you know someone who is looking to retire in the next 5 years? Share this with a colleague.