ON-DEMAND FINANCIAL PLANNING WEBINAR

The Complete Chevron Retirement Planning Roadmap: From ESIP to Stock Options

Extract Maximum Value from Your Chevron Benefits

During this live webinar, Alexis will explore:

  • ESIP Maximization Strategy. Understand how to leverage all three contribution buckets: Chevron's 8% match, employee pre-tax/Roth contributions, and after-tax contributions that can be converted to Roth.
  • The Mega Backdoor Roth. Learn the step-by-step process for converting after-tax ESIP contributions into a Roth IRA, creating a powerful tax-free growth vehicle for retirement.
  • Navigating IRS 415 Limits. Discover how to structure your contributions throughout the year to maximize Chevron's match without hitting income limitations early.
  • HSA Optimization. Why Health Savings Accounts offer triple tax advantages and how to use them as a retirement savings vehicle.
  • LTIP Planning. Strategic guidance on Performance Share Units (PSUs), Restricted Stock Units (RSUs), and Non-Qualified Stock Options (NQSOs), including tax implications and concentration risk management.

Walk away with a clear roadmap for maximizing your Chevron benefits package through strategic use of ESIP contributions, Roth conversions, and tax-advantaged accounts. You'll learn how to avoid the most common costly mistakes, coordinate your various savings vehicles, and position your retirement assets for tax-efficient growth.

As you make financial decisions now, you probably realize they’ll have a significant impact on your financial future and retirement security. To prepare yourself to make these decisions wisely, watch the webinar now on maximizing your Chevron benefits by filling out the form.

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