Rhame & Gorrell Wealth Management invites you to their event

Making the Most of Your Phillips 66 Pension: Timing, Taxes, and Strategy | Rhame & Gorrell Wealth Management

About this event

As one of the most significant benefits offered by the company, it is important to be familiar with the rules surrounding the different benefit calculations, distribution options, the effect of segment rate changes, and more.

in this webinar, where Tyler Miller, CPA/PFS, CFP®, CIMA® will dive into the Phillips 66 Pension Plan to help you better understand how it works.

During the event, we will cover:

  • Pension Benefit Calculation
  • Distribution Options
  • The Effect of Segment Rates
  • The Annuity vs. Lump-Sum Decision
  • Live Q&A

Hosted by

  • Team member
    T
    Tyler Miller, CPA/PFS, 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 employees and executives in the energy, tech, and airline industries.