Valero Transition Timeline

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. It’s free and offered with no obligation just for asking, and it covers the four months surrounding your planned retirement date.

If you’re still years from retiring, it’s not too soon to begin the planning process. Valero employees are welcome to meet with Enduring Wealth Advisors® several times to discuss options and develop their retirement plans. During these meetings prospective clients learn about the use of mutual funds, stocks, bonds or variable annuities to address their investment objectives.

We also discuss the various distribution strategies including Section 72t, Net Unrealized Appreciation (NUA), direct rollover, and how they can help pursue the monthly retirement income needs tax efficiently. We’ll also coordinate your plans with your tax advisor.

These meetings can start years before the retirement decision has been made, or they can wait until after making the decision.

Contact us now to schedule a long run plan for your “Life After Valero” by ordering your personalized Transition Timeline Calendar today!