The Ultimate Guide to Retiring From Marathon Petroleum Corporation

Retiring from Marathon Petroleum Comes With Important Decisions...

This guide is here to help you make them with confidence and clarity.

If you're a Marathon Petroleum Corporation (MPC) employee nearing retirement, you're likely asking some big questions:

• Do I have enough saved for retirement?
• Should I take my pension as a lump sum or monthly income?
• Am I using my Thrift Plan (401(k)) the right way?
• What happens to my healthcare when I retire?
• How can I avoid costly retirement mistakes?

After years-sometimes decades-of hard work, you've earned strong benefits. But understanding how those pieces fit together is not always simple. This book was created to change that.

Written by the Wealth Management Team at Hixon Zuercher Capital Management, located just across the street from Marathon's headquarters in Downtown Findlay, Ohio, this guide is based on real conversations with hundreds of Marathon employees. It breaks down complex topics into clear, practical insights you can actually use.

Inside You'll Learn How To:

- Make sense of your Thrift Plan (401(k)) and contribution options

- Understand your pension and evaluate the lump-sum versus monthly-income decision

- Navigate retiree healthcare and Medicare transitions

- Evaluate company stock opportunities and tax strategies, including Net Unrealized Appreciation (NUA)

- Avoid common retirement planning mistakes that could cost you thousands

- Create a tax-efficient retirement income strategy

- Coordinate Social Security with your overall retirement plan

- Align your financial resources with the retirement lifestyle you want to enjoy

Whether retirement is just around the corner or still a few years away, this guide will help you better understand your Marathon Petroleum benefits and make informed decisions about your financial future.