ON-DEMAND FINANCIAL PLANNING WEBINAR

Timing Your Chevron Retirement

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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 actually be quite complicated. Let's face it: if you’re not thinking about your employee benefits, taxes, and income distribution when selecting your Chevron retirement date, you’re potentially leaving money on the table. How can you — a Chevron employee — maximize your retirement funds?

In this webinar, Alexis Long, MBA, CFP®, Managing Director, Wealth Management, and Chevron benefits specialist, dives into the myths surrounding Chevron’s executive benefits. She 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:

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

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

  • 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 watch now.

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