Retirement Empowerment for employees of Pratt & Whitney, Collins Aerospace, Otis, Carrier, Lockheed Martin, and RTX
Experience The AdviceOne Difference Collaboration. Expertise. Transparency.
- You will choose whether to incorporate future-based tax strategies for the ESOP.
- You will decide on an Asset Allocation suited to your actual retirement plan.
- You will select your ideal ratio of IRA to Roth IRA assets matched to your unique retirement plan.
Finally, you’ll get the candid advice you deserve.
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 Pratt & Whitney, Collins Aerospace, Otis, Carrier, Lockheed Martin and RTX 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.
Topics Include:
- The use of Roth for a six-figure-income retirement
- Matching Asset Allocation directly to your retirement plan
- Collaborative approach to your decisions
- How to plan to spend more while young in retirement
- An opportunity to ask questions of a fiduciary
Videos
Net Unrealized Appreciation
One 401(k) Roth Technique
Have questions?
Click here to have AdviceOne call you!
Workshop neither sponsored nor endorsed by Pratt & Whitney, Collins Aerospace, Otis, Carrier, Lockheed Martin, RTX. Workshop sponsored by AdviceOne Advisory Services, LLC.