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Don’t Play Pension Roulette - Alternative Retirement Strategies for Pilots
Part 3 - The Backdoor Option I was asked to speak to a group of pilots about saving for retirement. This article is taken from that...
Carrie Cook
Sep 4, 20232 min read


Don’t Play Pension Roulette - Alternative Retirement Strategies for Pilots
Pension plan options for pilots have dried up, and most airlines now offer a 401(k)-options. Gone are the days when our retirement could dep
Carrie Cook
Aug 4, 20233 min read


Don’t Play Pension Roulette - Alternative Retirement Strategies for Pilots
Many pilots worked their entire careers, contributing faithfully to their pension and expecting to receive a payout. These pilots retired ex
Carrie Cook
Jul 4, 20233 min read


High-Income Earners: It's Possible to Achieve Tax-Free Income in Retirement
Part 3 The “Mega” in mega backdoor Roth IRA You can convert as much as you want anytime you want from a Traditional IRA, SEP IRA, Solo...
Carrie Cook
Sep 20, 20213 min read


High-Income Earners: It's Possible to Achieve Tax-Free Income in Retirement
Part 2 Roth IRA contributions are limited by your modified adjusted gross income (MAGI). For 2021, your Roth IRA contribution limit is...
Carrie Cook
Sep 14, 20211 min read


High-Income Earners: It's Possible to Achieve Tax-Free Income in Retirement
Part 1 There are many ways to save for retirement, each with different benefits and limitations associated. Most people are familiar with...
Carrie Cook
Sep 6, 20211 min read


Investment Advice for 20 somethings...
What investment advice I wish I knew when I was their age. One of my younger employees, a 20 something year-old, asked me what investment...
Carrie Cook
Mar 22, 20213 min read
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