Airline Pilot Insights
Active United Airlines Pilots: PRAP, Roth Conversions and Your Financial Plan
As an active United pilot during a turbulent time in the airline industry, you’re facing important decisions that may impact your career and financial future.
Johnson Financial Group recently hosted a webinar on your PRAP and several unique planning strategies that can help keep you prepared for an on-time retirement, including:
- How Roth conversions work and when it may make sense to utilize this option on the Schwab platform
- Tax implications on converting investments pre- and post-tax
- Funding your new Health Retirement Account (HRA) in order to access dollars pre-retirement
- Examples of medical expenses as an active pilot and what you’ll likely need in retirement
Featured Speakers
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Robert Warner EVP, Pilot Program Johnson Financial Group |
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Chuck Allison, CFP® VP, Wealth Advisor Johnson Financial Group |
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Bill Davis Consultant, Pilot Investor Relations Johnson Financial Group |
Presentation
View the recording of the PRAP, Roth conversions and your financial plan webinar and download the full presentation below.
DOWNLOAD PRESENTATION
Additional Resources
Learn how we can assist you and your family plan for retirement, transition into retirement and live comfortably through retirement.