Pilot Planning
Pilot Planning Blog

401(k) vs Roth 401(k)

There are several tax deferred, qualified retirement programs available to employees in the private and government sectors today. With these different programs and the many variables affecting each choice, it can be a formidable exercise to sort through the entire list of programs available to an in[...]

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The True Costs of Investing – What Are They?

Often when I talk with people planning for retirement they are concerned with what they are going to have to “pay.” Just like anything purchased in life, fees, expenses and other costs should always be considered in retirement planning. However, what you want out of your purchase should be consi[...]

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How do You Find a Financial Advisor?

Finding advisors is easy. Most of the time they find you! Sometimes that happens through friends, family or co-workers…but does that mean that that advisor is a good fit for you? What are some things that you should consider when selecting an advisor? Here are a few things I’d suggest: • Wh[...]

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Survey Says: Pilots Engaged in Retirement Planning ? Most Want A Financial Plan and Professional Guidance

A recent comprehensive survey of pilots on retirement planning confirms what I have found to be true over the 15 years I have worked with pilots. The survey results showed that pilots are aggressive savers, are more likely to be engaged in planning to reach their retirement goals and take full adva[...]

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PBGC Benefits Review

In our work with airline pilot prospects and 400+ airline pilot clients over the past 15 years, we have provided extensive guidance/advice on defined benefit and defined contribution pension programs elections and options. And, as a result of all the industry bankruptcies and mergers, we have also [...]

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Proper Planning Prevents Poor Performance

This old adage has been around for some time now. As far as its origins, some sources believe that it was born out of the military. If you were in the military then you know that I left out a few words that make it more colorful! In any event, this statement rings true in most aspects of life. Wh[...]

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Why are 401(k) plans essential to your retirement planning?

With many large, lump-sum payout pensions turning into a thing of the past it is becoming critical to your retirement success that you: 1)      contribute to a tax-advantaged retirement plan ; and 2)      have a plan to maximize those retirement dollars. There are a number of reti[...]

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