Willis Johnson & Associates offers seminars, webinars and events specifically tailored to the complex financial needs of the business professionals we serve, many of whom are executives at Houston’s leading energy companies. In addition, our calendar highlights important dates that have an impact on our clients’ financial wellbeing, including property taxes, income tax deadlines, financial market closures and more. If you have interest in a specific area of financial planning or investing, but don’t see it covered on the calendar, please contact us directly; our advisors may be able to help with a one-on-one discussion.
When you’re saving for retirement, it’s important to think about how your savings will be impacted by taxes and how you choose to disburse the funds. From 401(k) plans to non-qualified pension plans, the retirement savings options for corporate executives and energy professionals are numerous. There are many tactics you can use to adjust your income and positively impact the tax implications that may surround your retirement funds. Options to consider include wisely timed charitable contributions, smart reviews of retirement timelines, and good decision-making on cash flow and financial disbursements.