Preparing for Changes at Chevron
Автор: Insight Wealth Strategies, LLC
Загружено: 2020-05-29
Просмотров: 314
Описание:
What you will learn:
Severance payout timing for income tax planning
Health care options available to you
Net unrealized appreciation (NUA)
Segment rates and the impact it has on an individual’s Chevron Retirement Plan (CRP)
Items to consider to help assess your retirement readiness
Chapters:
0:00 Introduction
1:26 EOI - What we know
6:41 2020 EOI Timeline
8:25 Transformation - What we know
9:27 Income Tax Planning & Severance Payout Timing
12:07 Net Unrealized Appreciation
14:41 Healthcare Considerations
16:10 Items to consider for your CRP
25:28 What we do at Insight
33:36 Questions
55:53 Contact Us
Insight Wealth Strategies, LLC is not affiliated with Chevron.
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