Chevron Lump Sum Pension: Pros, Cons, and Planning Strategies скачать в хорошем качестве

Chevron Lump Sum Pension: Pros, Cons, and Planning Strategies

In this video, we explore how Chevron calculates your Chevron Retirement Plan (CRP) pension and the unique planning opportunities available when opting for a lump sum. Understanding the intricacies of the CRP, including the lookback provision, is essential for maximizing your retirement benefits at Chevron. We’ll guide you through the decision-making process of choosing between a lump sum or an annuity for your pension, and highlight how your retirement date can significantly impact your total benefit. Join Sr. Wealth Manager and Chevron benefits specialist, Steven Chambers, CFA ®, CFP®, as we delve into strategies that can enhance your financial future and help you navigate the complexities of your Chevron pension plan. Stay Connected with us: If you enjoyed this video, make sure you like it and subscribe to our channel to stay tuned for upcoming videos regarding financial planning opportunities for Chevron professionals. Connect with Steven Chambers, CFA®, CFP®:   / steven-chambers-wealth-manager   Follow Willis Johnson & Associates on Facebook:   / willisjohnsonandassociates   Follow Willis Johnson & Associates on LinkedIn:   / willis-johnson-&-associates   We offer a complimentary first meeting for Chevron professionals looking for financial guidance. Click here to schedule your free consultation: https://hubs.li/Q03w3Kn20 ************************************************************************************ Willis Johnson & Associates 5847 San Felipe St., #1500 Houston, TX 77057 713.439.1200 [email protected] ************************************************************************************ Disclosures: Willis Johnson & Associates is a registered investment advisor. The 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. WJA is not endorsed by or affiliated with Chevron. 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.