FINANCIAL PLANNING WEBINAR | THURSDAY, NOV. 6 AT 12PM CT

Shell Retirement Planning:
6 Crucial Timing Decisions to Get Right

 
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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 2024 and have stayed steady in recent months. Which rates typically result in significantly higher BRP lump sum payouts and how should that factor into your retirement planning in 2025? 
  • Timing: When's a bad time to retire from Shell?

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Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm.