Executive Strategies for employees of Pratt & Whitney, Collins Aerospace, Carrier, RTX, and former UTC
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
Upcoming Dates:
- Thursday, October 15, 2026 - 5-6:15pm ET
- Wednesday, November 4, 2026 - 7-8:15pm ET
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 Pratt & Whitney, Collins Aerospace, Carrier, Lockheed Martin, RTX, or former UTC. 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 Pratt & Whitney, Collins Aerospace, Carrier, RTX, and former UTC 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.
Experience the AdviceOne Difference Collaboration. Expertise. Transparency.
Throughout the financial planning process, we work collaboratively with you and your spouse to navigate the complex landscape of your executive benefits. We are not affiliated with Pratt & Whitney, Collins Aerospace, Carrier, RTX, or former UTC in any way, but we understand every aspect of your Executive Compensation package from years of experience working with executives from each of these companies.
Finally, you’ll get the candid advice you deserve.