Net Unrealized Appreciation Chevron e-Brochure

What you will Learn

After downloading your complimentary "Net Unrealized Appreciation for Chevron Employees" e-Brochure, you will be able to decide how we can help you

Inside you will find over 15-pages prepared by us and complete with answers, from knowledgeable financial practitioners, to the most asked Corporate employee retirement concerns:

- How do I know if I'm qualified or not?
- How does Net Unrealized Appreciation work?
- When may Net Unrealized Appreciation be advantageous?
- When would Net Unrealized Appreciation strategy make more sense than a tax-free rollover?

We are a group of financial professionals who focus entirely on Corporate retirement planning, the design of retirement portfolios for the transitioning Corporate employee, and education through seminars in the area.

It is so easy to get started.

"Lump-Sum vs. Annuity"

Prepared By The Retirement Group

While the use of pensions as employee benefits is on the decline, many of today’s workers nearing retirement have participated in a pension plan for the past several decades, and have already accumulated a significant pension benefit. As those individuals begin to retire, they are faced with the classic decision of whether to keep the lifetime pension payments or choose a lump-sum instead.

This e-Brochure is for Corporate employees who need immediate answers to their retirement concerns:

How you can potentially recreate a paycheck in retirement.
How interest rates potentially affect your lump sum payout.
How to decrease taxes and penalties during the retirement planning process.

Securities offered through Osaic Wealth, Inc, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with Osaic Wealth, Inc. *We are not affiliated with or endorsed by your company. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. The Retirement Group, LLC is registered to conduct advisory business in the following states: AZ, CA, CO, FL, ID, IL, IN, LA, MI, MS, MO, NE, NV, NJ, NY, NC, OK, OR, SD, TX, UT, VA, WA. Through Osaic Wealth, Inc, we have advisors securities licensed in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY.

Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867 || Fax: 866.936.0750

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"Net Unrealized Appreciation for Chevron Employees"

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Core Topics

Chapter 1

Chapter 2

Chapter 3

chapter 4

Chapter 5

Chapter 6

What's In the e-Brochure?

What you will Learn

After downloading your complimentary "Net Unrealized Appreciation for Chevron Employees" e-Brochure, you will be able to decide how we can help you

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