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

	Robert Warner EVP, Pilot Program Johnson Financial Group
	Chuck Allison, CFP® VP, Wealth Advisor Johnson Financial Group
	Bill Davis Consultant, Pilot Investor Relations Johnson Financial Group