Your ExxonMobil company stock may be worth more than you think, and how you distribute it could make a significant difference in your tax bill.

Many ExxonMobil employees with company stock inside their retirement plan don’t realize there is a strategy that can allow a portion of that stock to be taxed at long-term capital gains rates rather than ordinary income rates. The Net Unrealized Appreciation strategy can be a powerful tool, but only if you understand the rules and execute it correctly.

Join Wealth Manager Kyle Nickerson, CFP®, CIMA® for a focused webinar breaking down exactly how the NUA strategy works for ExxonMobil employees.

In this session, we’ll cover:

• What Net Unrealized Appreciation is
• How it works within your ExxonMobil retirement plan
• The tax advantages compared to a traditional rollover
• Real-world examples
• Live Q&A with Kyle

Kyle Nickerson, CFP®, CIMA®

WEALTH MANAGER

Kyle Nickerson, CFP®, CIMA® is a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® who delivers advanced, fiduciary-focused strategies in retirement, investment, tax, and estate planning. Since entering the industry in 2014, Kyle has brought a passion for both learning and teaching that enhances the client experience and supports the firm’s collaborative culture. He serves on the firm’s investment committee and has extensive experience working with leading custodians, including Charles Schwab, Fidelity, Voya, Empower, and Vanguard.

Kyle completed the CERTIFIED FINANCIAL PLANNER® program through the College for Financial Planning and the Certified Investment Management Analyst® program through the Yale School of Management. He holds both the CFP® and CIMA® designations. Kyle graduated from Sam Houston State University with a BBA and a double major in Finance and Banking and Financial Institutions.