Understanding Segment Rates: "Am I working for free?" | Insight Wealth Strategies

Join Brian Stormont and Chad Seegers in a discussion about segment rates. What will be covered: How Segment Rates work How Segment Rates affect your lump-sum payment Why the timing of your retirement is so important What else should you consider when you retire from Chevron How Insight can help with your unique situation Chapters: 0:00 Introduction 1:43 Hypothetical Chevron Example 3:14 Chevron Retirement Plan Perspective 4:45 Let's Talk About Segment Rates 6:00 Example of how to use segment rates 9:10 How are the segment rates used? 9:51 Lump Sum Calculation 10:36 How does this affect you? 14:48 Maximizing you Chevron Retirement Plan Benefit 15:43 What we do at Insight 20:59 Questions 23:57 Contact Us Insight Wealth Strategies, LLC is not affiliated with Chevron