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Exiting ExxonMobil in 3 Simple Steps – Investec Webinar Series

Step 1: Retirement Readiness

Are you ready emotionally and financially to retire? When’s the best time to pull the trigger?

Step 2: Understanding Your ExxonMobil Benefits

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.

Step 3: Funding Life After ExxonMobil

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.