Rhame & Gorrell Wealth Management invites you to their event

Early Retirement Strategies for ExxonMobil Employees | Rhame & Gorrell Wealth Management

About this event

In this webinar, Kyle Nickerson, CFP®, CIMA® will dive into Rule of 55 and 72(t) in relation to your ExxonMobil Retirement Benefits. Often used when employees reach Retiree Status at 55 years of age and 15 years of service, these strategies allow for penalty-free access to retirement funds but must be accomplished correctly in order to avoid pitfalls.

During the event, we will cover:

  • Penalties for Early Retirement Distributions
  • The Rule of 55
  • 72(t) Distributions
  • Net Unrealized Appreciation (NUA)
  • Examples and Use Cases
  • Live Q&A

Register now to learn what you need to know about early retirement from ExxonMobil.

Hosted by

  • Team member
    KN T
    Kyle Nickerson, CFP®, CIMA® Wealth Manager @ Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm that provides financial planning and wealth management services to high net worth clients, primarily Oil & Gas employees and executives.