Retire early from Shell, without the early withdrawal penalties.

Many Shell employees considering early retirement don’t realize there are strategies that allow penalty-free access to retirement funds well before age 59½. The rules are specific and the steps must be followed carefully in order to avoid tax pitfalls and retroactive penalties.

Join Wealth Manager Tyler Miller, CPA/PFS, CFP®, CIMA® for a focused webinar breaking down exactly how to withdraw from your Shell retirement benefits before 59½.

In this session, we’ll cover:

• Penalties for early retirement distributions
• The Rule of 55
• 72(t) distributions
• Real-world examples
• Live Q&A with Tyler

Tyler Miller, CPA/PFS, CFP®, CIMA®

WEALTH MANAGER

Tyler Miller joined the Rhame & Gorrell Wealth team in the Spring of 2020 and serves as a Wealth Manager. In this role, Tyler leads the process of creating and implementing comprehensive financial plans for clients and prospects of RGWM. As a CPA, he also acts as one of our in-house tax experts.

After growing up in The Woodlands area, Tyler received a full academic/athletic scholarship to The University of Incarnate Word in San Antonio. While a student athlete, Tyler graduated Summa Cum Laude with a Finance degree concentrated in financial planning. With his Bachelor’s under his belt, he decided to pursue his Masters of Science in Accounting (MSA) and graduated with Distinction. After college, Tyler was heavily recruited and took a position with Deloitte working within their corporate tax group. While Tyler enjoyed the analytical and research aspect of working at Deloitte, he realized that he had more of a passion for helping individuals directly, fueling his career change into financial services. Tyler has earned his Certified Public Accountant (CPA) license, his Certified Financial Planner (CFP®) certification, and his Certified Investment Management Analyst (CIMA®) certification.