Understanding Segment Rates: "Am I working for free?" | Insight Wealth Strategies
Автор: Insight Wealth Strategies, LLC
Загружено: 2022-03-11
Просмотров: 1338
Описание:
Join Brian Stormont and Chad Seegers in a discussion about segment rates.
What will be covered:
How Segment Rates work
How Segment Rates affect your lump-sum payment
Why the timing of your retirement is so important
What else should you consider when you retire from Chevron
How Insight can help with your unique situation
Chapters:
0:00 Introduction
1:43 Hypothetical Chevron Example
3:14 Chevron Retirement Plan Perspective
4:45 Let's Talk About Segment Rates
6:00 Example of how to use segment rates
9:10 How are the segment rates used?
9:51 Lump Sum Calculation
10:36 How does this affect you?
14:48 Maximizing you Chevron Retirement Plan Benefit
15:43 What we do at Insight
20:59 Questions
23:57 Contact Us
Insight Wealth Strategies, LLC is not affiliated with Chevron
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