Executive Strategies for employees of Pratt & Whitney
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 Pratt & Whitney. 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 Carrier 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 Pratt & Whitney. Testimonials are not endorsed by Pratt & Whitney.
Listen to see what your valued colleagues have to say about us...
Graham and Teresa Webb, Executive,
Commercial Engines, Pratt & Whitney
Bill Hastings, retired, Engine Design & Systems Integration, Pratt & Whitney
and Joanne Hastings, retired, Commercial Engines, Pratt & Whitney
Jon and Missy Niemeyer, Executive,
Engineering, Pratt & Whitney
Steve and Sharon Rogers, retired Executive,
Operations, Pratt & Whitney
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism, and care.
AdviceOne brings a deep understanding of RTX compensation systems, and this knowledge has also helped shape our strategy and position us for retirement.
This was the best financial decision I have ever made as we both have been extremely pleased with the relationship and advice.
Tim Miller and his team are focused on my individual plan for financial security and retirement and operating the ins and outs of the Executive stock options and compensation.
AdviceOne was instrumental in helping us to achieve our financial goals and a quality of life better than we could have imagined.
It is nice to have an expert to take this off our plates while giving us the peace of mind that we need that he is always working in our best interest.
From our very first meeting, we have appreciated their transparent and personable approach as we navigate the details of our plan.
The client-focused relationship and attention to detail have created a high level of comfort with my financial security.