Executive Strategies for employees of RTX
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.
Bill Tredway,
Strategic Technologies, RTX
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.
Topics Include:
- Making effective decisions regarding RSUs/PSUs
- Properly using deferred comp of salary and IC
- Incorporating future-based tax strategies for the ESOP
- Designing your appropriate exit strategy for SARS
- Taking advantage of the Savings Restoration Plan and PPP
- Actually tying your Asset Allocation to your retirement plan
- Customizing a plan for Roth matched exactly to your retirement goal
Workshop neither sponsored nor endorsed by RTX. Workshop sponsored by AdviceOne Advisory Services, LLC.
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