ON-DEMAND FINANCIAL PLANNING WEBINAR  

Minimize Taxes & Keep More of What’s Yours in Retirement

8 Smart Tactics for Shell Alumni


In partnership with the Shell Alumni Association of Greater Houston (SAAGH), join Certified Financial Planner® and Chartered Financial Analyst® Nick Johnson as he covers the most critical considerations and action items that you need to address in the first few years after retiring from Shell. After working with countless Shell professionals to make important benefit elections as well as tax and investment decisions, Nick has made a career of helping people retire with confidence and will be addressing many of the common concerns we hear from clients, including:

  • Regarding retirement income, what common mistakes should you avoid when pulling from your savings, and which financial planning strategies should you employ? Understanding the key benefits and optimization strategies of your 401(k)s, Roth IRAs, cash reserves, and brokerage accounts can help you maximize the benefits of each savings vehicle without pushing you into higher tax brackets.
  • How do your company benefits, RMD payouts, and other withdrawals in retirement all impact your tax bill, and what's the most tax-efficient withdrawal strategy for your retirement income?
  • Which account should you pull money from first in retirement?
    You've spent years building up your savings, but withdrawing funds from certain accounts before others may negate the benefits and tax savings opportunities those accounts provide.
  • How should you navigate new tax scenarios that could arise in the later years of retirement such as Medicare premiums and social security taxability?
  • What are the common retirement mistakes made in early retirement years, and how can you fix them? During retirement, there are pivotal milestones that often go unaddressed, as they lead to important decisions and additional tax planning opportunities. We'll walk you through them step-by-step.

If a successful retirement is part of your long-term plan, this webinar will provide you with plenty of useful, actionable information to implement in the early years of retirement to set yourself on a path to worry-free golden years. You won't want to miss it. Watch the replay now by filling out the form.