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.
John and Angela Needham, retired
Raytheon Technology Research Center, RTX
Bill Tredway,
Strategic Technologies, RTX
Shawn and Linda Gale, retired,
Raytheon Technology Research Center Law, RTX
Deciding to engage with AdviceOne was the best decision we could have made. Their knowledge of RTX Executive compensation and how we could make the most of it for our retirement has been invaluable.
What sets Carlos Henriques and his team apart from other experts is that they offer a personalized experience adapting to my changing needs.
The whole team at AdviceOne is very professional, knowledgeable and a pleasure to work with. They always go above and beyond to make their clients feel comfortable with investing and retirement planning.
AdviceOne has extensive knowledge of the UTC/RTX savings and retirement benefits, including 401(k), IRAs, Roth conversions, SARs, deferred compensation, and other long-term compensation components.