Financial Planning Strategies for Shell Retirees During Coronavirus


Senior couple meeting financial adviser for investmentAs a Shell retiree, do you know that the COVID-19 pandemic and its economic impact affects your retirement funds? 

In this webinar, presented by Nick Johnson, CFA®, CFP®, we dive into how you can take advantage of financial planning opportunities during the COVID-19 pandemic, and how to best protect yourself during these unprecedented times. We also address the most frequently asked about topics we’ve heard from our clients, including:

    • What you need to know about the CARES Act and how you benefit from the relief checks
    • Shell has cut its dividend for the first time since World War II - What should retirees consider if significant portions of their wealth is within Shell stock? As volatility continues, could tax loss harvesting lower your taxes during this downturn in oil prices? 
    • Which tax strategies can you take advantage of now that RMDs are waived for 2020 year? If it's a lower tax year for you, learn how Roth conversions could be a tax-efficient way to save this year, even if you can't contribute to a Roth directly.
    • How should your investment and savings strategies change in response to COVID-19?
    • How does the recently passed SECURE Act affect IRAs for yourself and your heirs?
    • Understanding how COVID-19 is impacting the economy and your investments now as well as the three potential paths to recovery
    • What caused WTI futures to temporarily go negative and what can we expect for oil price volatility going forward? 

To watch the webinar replay, please fill out the registration form.