White Paper: Top 6 Retirement Planning Mistakes Made By ExxonMobil Employees

Exxon Mobile employees face a host of unique challenges when planning for retirement. This 11 page (2,665 words) white paper discusses many of the pitfalls that many employees of Exxon Mobile face in retirement, including;

  1. Failing to accurately assess retirement costs
  2. Failing to establish a personal purpose during retirement
  3. Failing to understand the steps that must be taken to achieve particular retirement goals
  4. Failing to consider cash flows
  5. Failing to choose a financial advisor capable of meeting your needs
  6. Failing To Take Advantage Of Net Unrealized Appreciation (NUA tax treatment, NUA-based retirement withdrawal strategy, employer-sponsored retirement plan)

Upon purchase of this white paper -- you will have the ability to integrate your logo and contact information (by request). Any other customization's can be made via request. White paper will be delivered in PDF format. 

You'll get 1 PDF

  • $300.00

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