Executive Strategies for employees of RTX
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 RTX. 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 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.
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 RTX. Testimonials are not endorsed by RTX.
Graham and Teresa Webb, Executive,
Commercial Engines, Pratt & Whitney
We were very impressed on how hands-on they were as we were filling out the final retirement forms from UTC. We look forward to our quarterly meetings to review our financial plan and help assure that we are on track.
I cannot imagine making any major financial decisions at this point in my life without first consulting with the AdviceOne team.
The AdviceOne team has a culture of true client service, is very professional, competent, and always act in our best interest.
What sets Carlos Henriques and his team apart from other experts is that they offer a personalized experience adapting to my changing needs.
Quite honestly, I don’t think I would have been able to retire with financial confidence if it was not for AdviceOne and Carlos Henriques, particularly. In fact, I was able to retire a year earlier than originally projected.
AdviceOne communicates, educates, and is always available for our needs. Putting our trust in Tim Miller and AdviceOne was the best decision we have made.