Shell Professionals Can Save Over $70,000 In The Provident Fund in 2025

Use Your Benefits to Lower Your Taxes

Retirement may seem far away; you may have years, or even decades, of employment standing between you and it. However, the decisions you make today will significantly impact your retirement planning success.

In this webinar,  Shell benefits specialist Alexis Long, CFP^®, will cover essential aspects of Shell’s employee benefits programs that can help you prepare for your retirement, no matter how far off it may be. She’ll discuss strategies for: 

• Getting the maximum amount into your Provident Fund 401(k) ($70,000-$81,250 for 2025, depending on your age) 
• Effectively leveraging backdoor Roth contributions to get more money into tax-efficient savings vessels 
• Optimizing the Shell GESPP to get a lower cost basis on RDS.A and offer more options for retirement funds 
• Understanding how to lessen the tax impact of your pension and excess benefit plan payouts  
• Additional strategies and planning tools to get up to $85,550-$98,800 (depending on your age) into tax-preferential retirement savings for 2025

As you make financial decisions now, you probably realize they’ll significantly impact your financial future and retirement security. To prepare yourself to make these decisions wisely, fill out the form now to access information on maximizing your Shell benefits.

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