VIDEO REPLAY
Current Market Conditions with Interest Rates for Chevron Employees
Tyson Mavar & Patrick Ray
In this webinar, Tyson Mavar & Patrick Ray, financial advisors with The Retirement Group, will discuss investment strategies for Chevron employees. You’ll learn a 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.
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Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?
In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.
This ebook discusses how to determine if Net Unrealized Appreciation makes sense for you, when may NUA be advantageous & when would NUA strategy make more sense than a tax-free rollover.
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