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https://www.theretirementgroup.com/hubfs/webinar-thumbnails/Q&A%20for%20CVX%20Employees%20Tax%20Differences%20%E2%80%93%20Annuity%20vs.%20Lump%20Sum.webp

Q&A for CVX Employees: Tax Differences – Annuity vs. Lump Sum

Understand how taxes apply to annuities compared to lump sum payments. Get clarity on which option could offer you better tax advantages for your retirement.

Learn More About Our Retirement Advisors & Support Team

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Tyson Mavar RICP®

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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Patrick Ray

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Kevin Landis CFP

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Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

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Michael Corgiat ChFC

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista Knittel

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Brendan Wolf

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