Since 1997, our Pilot Program team has worked with hundreds of pilots nationwide as they near and enter retirement. During turbulent times like these, you may be facing decisions that could impact your financial future. Having a knowledgeable advisor that is experienced in advising on key planning strategies and pilot benefits including how health insurance coordinates with Medicare and TRICARE is more important than ever.
How We Can Help
Your Unique Needs
Roth Conversions and Your Post-Retirement Redzone Webinar
If you are retired there are several key planning tools and sources of income that can impact your financial future.
We recently hosted a webinar for a conversation on planning strategies that can help keep you in the post-retirement redzone, including:
- Roth conversions and when it makes sense to utilize them
- Minimize taxes in retirement
- Medicare costs and secondary coverage considerations
Please Note: This webinar was presented to an audience of United Airlines pilots, but the concepts discussed regarding Roth conversions and their interaction with Medicare premiums have broad applicability to all airline pilots.
View the recording and download the presentation
We can also help you with...
You have a lot to protect – your home, your valuables, your financial security and, most of all, you and your family. We can help you understand your risks and provide you with personal insurance solutions to cover you no matter what life has in store.Learn More about our personal insurance options.
As a trusted advisor, the website links below may be helpful for your unique needs and are provided for your convenience.
Johnson Financial Group does not control or monitor the content or privacy practices of these sites.
Making the Most of Your Airline 401(k)
Your 401(k) plan may be one of your largest assets, so how you manage it is critical to the success of your overall retirement plan.LEARN MORE Click here to learn more about making the most of your airline 401(k)
After Tax Rollover Rules: Helpful and Taxpayer Friendly
While not widely used or known, some employer sponsored retirement plans, including pilot 401(k) plans, allow you to put after‐tax money into the account.LEARN MORE Click here to learn more about after tax rollover rules.
Saving Strategies in Your Final Approach to Retirement
Being aggressive with your savings as you approach retirement is one of the most effective ways to catch up or compensate for times when you weren't able to save as much as you would have liked to.LEARN MORE Click here to learn more about savings strategies in your final approach to retirement.