ON DEMAND FINANCIAL PLANNING WEBINAR 

Shell Retirement Planning:
6 Crucial Timing Decisions to Get Right

After a long career with Shell Oil Company, selecting a retirement date can be quite complex. As a Shell employee, do you know how your chosen retirement date impacts your retirement funds?
Let's face it: if you’re not thinking about your pension, taxes, and other benefit payouts when selecting your retirement date, you’re potentially leaving money on the table.

In this webinar, WJA's Managing Director of Wealth Management and Shell benefits specialist, Alexis Long, CFP®, dives into the misconceptions surrounding Shell executive's benefits. She discusses how you could unintentionally land in the highest tax brackets by having huge lump-sum payouts upon retirement and addresses the following concerns:
  • Taxes: How do your Provident Fund, Shell Performance Shares, pension and BRP payouts impact your tax bill in the years surrounding retirement?
  • Major Decisions: What's the biggest factor in determining your retirement date? (Hint: It's not what you'd expect.)
  • BRP Calculations & Segment Rates: Segment rates stayed high throughout 2023 and 2024, but we've seen rates drop in recent months. Which rates typically result in significantly higher BRP lump sum payouts and how should that factor into your retirement planning in 2024? 
  • Timing: When's the absolute worst time to retire from Shell?

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