Executive Strategies for employees of Collins Aerospace
Upcoming Dates:
- Thursday, October 15, 2026 - 5-6:15pm ET
- Wednesday, November 4, 2026 - 7-8:15pm ET
Topics Include:
- Making effective decisions regarding RSUs/PSUs
- Why all executives should be utilizing the Mega backdoor Roth conversion
- Incorporating future-based tax strategies for the ESOP
- Designing your appropriate exit strategy for SARS
- Taking advantage of the Compensation Deferral Plan, including company match/retirement contributions
- Actually tying your Asset Allocation to your retirement plan
- Customizing a plan for Roth matched exactly to your retirement tax strategy
To register, please click the following link.
You will be prompted to create an account so that you can register for our upcoming Executive Strategies Webinar.
Workshop neither sponsored nor endorsed by Collins Aerospace. Workshop sponsored by AdviceOne Advisory Services, LLC.
Our Planning Process Together we make better decisions.
Your career path has proven you can handle much more than the average person, but why do it on your own when you can collaborate with an experienced fiduciary? We’ve been assisting Collins Aerospace employees with their retirement decisions since 1991, applying a clear, logical perspective to each individual’s investment decisions. You dictate the pace of your planning while we reveal strategies within your 401(k) you didn’t even know existed.
Testimonials are by clients of AdviceOne Advisory Services, LLC. Clients have not been paid for their testimonials. AdviceOne Advisory Services, LLC is not affiliated with Collins Aerospace.
Testimonials are not endorsed by Collins Aerospace.
Tim’s knowledge and deep experience managing RTX executive level portfolios helped create a clear, personalized plan focused on debt management, savings, and investments so we can live life to the fullest now, but also confidently prepare for a life post-retirement.
We especially like their succession planning so that we know we have a team of resources to work with for many years to come.
Tim Miller and the AdviceOne team are professional, responsive, and a pleasure to work with. We are very satisfied with the services and support we have received and feel confident we will realize our goals with continued guidance from AdviceOne.
We feel confident and at ease knowing that AdviceOne is helping us stay on track toward a secure and fulfilling retirement. Their professionalism, transparency, and personal touch truly set them apart.
The true gift we have received is not just the comfort of a solid financial plan, but also the precious time reclaimed for our family. Mission accomplished!
What sets Carlos Henriques and his team apart from other experts is that they offer a personalized experience adapting to my changing needs.
Mike Folsom, retired,
Applied Research and Technology, Collins Aerospace
Michele Lewis, retired Executive,
Global Reach Program, Collins Aerospace