Retirement Empowerment for employees of RTX
Upcoming Dates:
- Thursday, October 15, 2026 - 12-1:30pm ET
- Monday, October 19, 2026 - 5-6:30pm ET
- Thursday, November 12, 2026 - 5-6:30pm ET
- Thursday, November 12, 2026 - 7-8:30pm ET
Topics Include:
- Why having money in Roth is crucial for a six-figure-income retirement
- Matching Asset Allocation directly to your spending needs
- Our collaborative process for retirement planning
- How to plan to spend more while young in retirement
- An opportunity to ask questions of a fiduciary
To register, please click the following link.
You will be prompted to create an account so that you can register for our upcoming Retirement Empowerment Webinar.
Workshop neither sponsored nor endorsed by RTX. Workshop sponsored by AdviceOne Advisory Services, LLC.
Experience The AdviceOne Difference Collaboration. Expertise. Transparency.
- You will choose whether to incorporate future-based tax strategies for the ESOP.
- You will decide on an Asset Allocation suited to your actual retirement plan.
- You will select your ideal ratio of IRA to Roth IRA assets matched to your unique retirement plan.
Finally, you’ll get the candid advice you deserve.
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.
Listen to see what your valued colleagues have to say about us...
Bill Tredway,
RTX
John and Angela Needham, retired,
Research Center, RTX
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.
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.
What sets Carlos Henriques and his team apart from other experts is that they offer a personalized experience adapting to my changing needs.
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.
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.
Tim Miller has provided me invaluable financial planning advice and has helped me manage my portfolio better than I would like to admit. Whenever I have questions about investment strategy or how to best think about any major financial movements, I reach out to Tim.
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.