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.jpg Robert Warner
EVP, Pilot Program
Johnson Financial Group
chuck-allison.jpg Chuck Allison, CFP®
VP, Wealth Advisor
Johnson Financial Group
bill-davis.jpg Bill Davis
Consultant, Pilot Investor Relations
Johnson Financial Group

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Presentation


View the recording of the PRAP, Roth conversions and your financial plan webinar and download the full presentation below.

 

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Additional Resources

Learn how we can assist you and your family plan for retirement, transition into retirement and live comfortably through retirement.