Exclusive Webinar for ExxonMobil Employees:
Please join us for an upcoming webinar on Net Unrealized Appreciation (NUA) for ExxonMobil employees. NUA is a strategy that allows you to roll over employer-provided ExxonMobil stock into an IRA. This is a very powerful tax strategy that can potentially save you a substantial amount of money. The webinar will be on: Wednesday, May 1st at 10 AM PST. We’ll cover the many changes happening at ExxonMobil over the last few months. You can sign up for the webinar by clicking below:
Topic: ExxonMobil Employees: What's the tax benefit of NUA?
Date: 5/1/2024
Time: 10:00 am PST
Platform: Live Storm
Registration: Link
Hosted by: Wesley Boudreaux
Topics Will Include:
- Unlocking Tax Advantages: Exploring Net Unrealized Appreciation (NUA).
- NUA Strategy: Capitalizing on Favorable Tax Treatment for Appreciated Company Stock.
- Unlocking Favorable Tax Treatment for Appreciated Company Stock.
- What are my potential savings from using NUA?
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Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage ExxonMobil employees to secure their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this Link or call us at: 800-900-5867.
A little bit more about Wesley Boudreaux
Wesley Boudreaux has been working with ExxonMobil clients for more than 20 years allowing him to become very familiar with retirement benefits plans. This allows him to provide you with a full understanding of your benefits as you transition into retirement.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.