6 Chevron Retirement Timing Mistakes That Could Cost You Thousands

When it comes to retiring from Chevron, it’s not just what you’ve earned. It’s what you keep.

Your lump-sum pension, RRP, salary, and bonuses can all add up fast. But without the right timing and tax coordination, you could end up paying far more in taxes than you need to, or worse, outlive your wealth.

In this webinar, Nick Johnson, CFA^®, CFP^®, President and Chief Investment Officer, dives into the myths surrounding Chevron’s executive benefits. In this free webinar, you'll learn:

• How retiring at the wrong time could trigger an unexpectedly large tax bill
• How IRS segment rates could erode your lump-sum payout if you wait too long
• What to consider when choosing between annuity pension vs. lump sum
• How to time your departure to avoid losing incentive payouts like the CIP and Stock Compensation
• Strategies to bridge the healthcare gap before Medicare without draining cash
• Planning steps to take now to help build long-term financial confidence

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 register now.

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