Webinar: Timing Your Chevron Retirement
As a Chevron employee, do you know the retirement date you choose can have a major effect on 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®, financial advisor and Chevron benefits expert, 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:
- What are the tax implications of your Employee Savings Investment Plan (ESIP), Chevron Incentive Plan (CIP), Long-Term Incentive Plan (LTIP) and Deferred Compensation Plan (DCP) payouts?
- Could you be getting more from your Chevron stock through the NUA strategy?
- When is the absolute worst time to retire from Chevron?
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