Understanding The ExxonMobil Supplemental Plans - Kyle McClain

Understanding The ExxonMobil Supplemental Plans

Understand the intricacies of the Supplemental Plans offered by ExxonMobil in our latest strategy video.

This video dives into the supplemental retirement plans offered by ExxonMobil and explores how high-income employees and executives can make the most of these benefits for a secure financial future. You’ll discover the unique features of ExxonMobil’s Supplemental Pension Plan, Supplemental Savings Plan, and Additional Payments Plan, and how they enhance retirement benefits beyond standard offerings. Understanding these plans is crucial for anyone earning above the IRS income limits, as they can ensure continued contributions and future financial security.

Kyle McClain, Senior Wealth Manager at Rhame & Gorrell Wealth Management, walks you through the details of these plans, including how they work, who qualifies, and their significant advantages for retirement planning. Whether you’re planning for retirement or exploring options to optimize your finances, this video breaks down complex topics to help you make informed decisions.

For personalized advice or to explore how these strategies could apply to your own financial situation, Rhame & Gorrell Wealth Management offers complimentary consultations with a team of Certified Financial Planners™ and tax professionals, ensuring a holistic approach to your wealth management needs.

Need Some Help?

If you’d like some help from one of our CPAs or CERTIFIED FINANCIAL PLANNER (CFP®) advisors regarding this strategy and how it applies to you, the Rhame & Gorrell Wealth Management team is here to help.

Our experienced Wealth Managers facilitate our entire suite of services including financial planning, investment management, tax optimization, estate planning, and more to our valued clients.

Feel free to contact us at (832) 789-1100[email protected], or click the button below to schedule your complimentary consultation today.

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    At RGWM, we believe that confidence is not something we are given; it is something we earn. Our CFP® professionals and investment management advisors in The Woodlands work hard daily to gain your confidence and help you achieve your family’s goals both now and in the future.

IMPORTANT DISCLOSURES:

Rhame & Gorrell Wealth Management is not affiliated with or endorsed by ExxonMobil. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.

Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction.  The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.

For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.

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