Retire from Valero
Since the mid-1990’s current and former Valero employees are a key focus of our business. We are uniquely qualified to help guide you through the maze of information provided about your pension plan (aka Annuity) and your 401(k) plan (Merrill Lynch is the custodian). More importantly, we help you understand what needs to be done for you to begin your new life, after Valero.
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Guide To A Less Taxing Life After Valero
by Ralph Bender, MBA, CFP®
A way to get an income tax reduction on shares of Valero stock inside your Thrift Plan exists. It’s written right into the Internal Revenue Code…
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Valero Transition Timeline
Compiled by Ralph Bender, MBA, CFP®
For help with pursuing a smooth transition into your Life After Valero, order a personal Transition Timeline Calendar now. It’ll give you the actions you should take and the dates you should take them on one convenient report tailored to your situation…
Life after Valero – Frequently Asked Questions
Answered by Ralph Bender, MBA, CFP®
Here’s some of the most common questions that your co-workers ask during our meetings: How do I get paid? Virtually everyone has us setup a…
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