Archive for category: Video Library

Portrait of Cydney P. Nash, wealth manager, with the headline The Mega Backdoor Roth Strategy For Microsoft Employees on a branded background.

The Mega Backdoor Roth Strategy For Microsoft Employees Video

Rhame & Gorrell Wealth Management, Amazon, Video Library

Need help implementing the Mega Backdoor Roth strategy? In this video, we'll help you understand the potential of the...

The ExxonMobil Pension Plan – A Guide to Your Benefit and Distribution Options

Rhame & Gorrell Wealth Management, Video Library

Need help with the ExxonMobil Pension? The ExxonMobil Pension Plan is one of the most valuable retirement benefits available...

The Shell Pension Plan – Benefit Calculations, Distribution Options, and Tax Strategy

Rhame & Gorrell Wealth Management, Shell, Video Library

Need help understanding the Shell Pension Plan? The Shell Pension Plan is one of the most significant retirement benefits...

The Mega Backdoor Roth Strategy For Baker Hughes Employees Video

Rhame & Gorrell Wealth Management, Video Library

Need help implementing the Mega Backdoor Roth strategy? In this video, we'll help you understand the potential of the...

Maximizing Charitable Contributions with Deduction Lumping and Asset-Based Giving Video

Rhame & Gorrell Wealth Management, Video Library

Need help timing your charitable contributions? For many taxpayers, charitable giving doesn't actually reduce their tax bill, but with...

The Mega Backdoor Roth Strategy For Chevron Employees Video

Rhame & Gorrell Wealth Management, Video Library

Need help implementing the Mega Backdoor Roth strategy? The Chevron ESIP allows employees to leverage the Mega Backdoor Roth...

Net Unrealized Appreciation at ExxonMobil Video – Preferential Tax Treatment on XOM in the Savings Plan at Voya

Rhame & Gorrell Wealth Management, Video Library

Need help with the Net Unrealized Appreciation strategy? ExxonMobil employees often hold low cost basis XOM in their Savings...

The Mega Backdoor Roth Strategy For Apple Employees

Rhame & Gorrell Wealth Management, Video Library

Need help implementing the Mega Backdoor Roth IRA strategy? Apple employees have access to a powerful tax strategy that...

The 2026 Tax Code: Brackets, Deductions, and Retirement Contribution Changes Explained

Rhame & Gorrell Wealth Management, Video Library

Need help planning around the 2026 tax changes? 2026 marks a significant shift in the tax landscape. While several...

Early Retirement Strategies Using the Rule of 55 and 72(t) Distributions Video

Rhame & Gorrell Wealth Management, Video Library

Need help planning your retirement? Considering an early retirement but concerned about penalties for accessing retirement accounts before age...

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