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

man and son meeting with advisors at table looking at computer

Let's get started

We’ll begin with our financial planning process, which allows us to understand what makes you happy and what it will cost. With a better understanding of your goals, we are able to determine the income and assets necessary to achieve them. To get started, fill out our Optimized Portfolio questionnaire which will help us assess your portfolio construction.

Optimized Portfolio Questionnaire Fill out the portfolio questionnaire to help you assess your portfoiio.

401(k) Options

A critical part of your retirement success is your ability to contribute to a tax‐advantaged retirement plan to maximize your retirement dollars. You have several options for managing your retirement assets. Each has pros and cons and should be reviewed in comparison to your personal goals.

Self Manage

Among existing core plan investment options.

Self Direct

Access the Fidelity Brokerage platform.

Third Party

A qualified third party investment advisor will manage funds for you.

Helpful Links

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.

Related Resources

Have Questions?

We're here to help.

Give us a call at 877.747.1133

Bob Warner, Managing Director, The Pilot Program
Robert Warner, Executive Vice President

You’re at the controls

Our Pilot Planning team is committed to assisting you and your family plan for retirement, transition into retirement and live comfortably through retirement. Several of our advisors had previous careers with major airlines, so they have firsthand understanding of your situation. Contact one of our advisors today.

Meet Our Team