Exiting ExxonMobil in 3 Simple Steps – Investec Webinar Series
Are you ready emotionally and financially to retire? When’s the best time to pull the trigger?
You’ve got many decisions to make regarding your ExxonMobil Pension and Savings Plan benefits. We’ll cover the alternatives, explain NUA (Net Unrealized Appreciation), and talk about the mechanics of taking a distribution.
Retiring itself can be challenging, but what comes next? We’ll explore how best to generate a monthly paycheck. That will include a discussion about asset location and tax-efficient draw-down approaches.