Webinar: Timing Your Shell Retirement

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As a Shell employee, do you know the retirement date you choose can have a major effect on your retirement funds? After a long career at Shell Oil Company, 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 Shell retirement date, you’re potentially leaving money on the table. How can you — a Shell employee — maximize your retirement funds?

In this webinar, Nick Johnson, CFA®, CFP®, financial advisor and Shell benefits expert, dives into the myths surrounding Shell’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:

  • What are the tax implications of your Provident Fund, Shell Performance Shares, pension and BRP payouts?
  • What's the biggest factor in determining your retirement date? (Hint: It's not what you'd expect.)
  • When's the absolute worst time to retire from Shell?

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