Our primary goal is to help you truly understand your benefits options and avoid any potential mistakes when you decide to transition into retirement. Chevron is currently going through another EOI. For many of our clients and prospects, this may look attractive given a combination of the severance offered and high lump-sums due to the low interest rate environment. It is highly recommended that before you accept, you run a detailed cash flow analysis for your specific situation if you are considering the EOI. At The Retirement Group we provide a complimentary review so you can compare the EOI against your original retirement goals. In addition to the cash flow analysis we offer online Webinars and Chevron Conference Calls. This way you can weigh the pros & cons as well as the many additional retirement decisions you will face like your pension election, 401K options, and medical coverage. If you have any questions or concerns please give us a call at 1-800-900-5867. Thank you and stay safe!
The Social Security Offset is one component of your overall pension calculation. Learn how the Social Security Offset will impact the final amount you receive from your Chevron Pension plan.
Learn how lower interest rates can affect your Chevron Lump-Sum. A seasoned financial advisor will break down how the economic events of 2020 have impacted your Chevron pension options.
Understanding the intricacies of your Chevron pension plan can help determine your retirement date. Our seasoned financial advisors will educate you on current pension changes as well as the different payment options you have available.
Given the current market conditions, we’ll discuss IRA strategies which could save you money on tax payments. By converting some of your assets into IRA accounts they become non-taxable, potentially saving you a substantial amount of money.
In this class we’ll discuss an investment strategy in which decisions are made based on the value of a company rather than the stock price. Value investing takes into account a long term approach and does not overreact to short term gains or losses.
Net Unrealized Appreciation is a strategy that allows you to roll over employer provided company stock into an IRA. This a very powerful tax strategy which can potentially save you a substantial amount of money.
Our seasoned financial advisors will discuss strategies to understand the tax impacts of retiring. Making your assets last in retirement is hard enough already, don’t make the mistake of paying too much in taxes.
Typically when making an early withdrawal from your IRA there are severe penalties. In this class we’ll discuss specific exceptions which may allow you to access your money without a significant reduction in assets.
You will learn strategies and tips to potentially increase your Chevron Pension, Lump-Sum, 401(k) Savings, Value Investment, Tax Planning, Social Security benefits and earnings. You can also expect to receive updates on industry-related issues that may concern the Chevron workforce.