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Carrie Cook
Sep 4, 20232 min read
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...
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Carrie Cook
Aug 4, 20233 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
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Carrie Cook
Jul 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
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Carrie Cook
Sep 20, 20213 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...
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Carrie Cook
Sep 14, 20211 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...
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Carrie Cook
Sep 6, 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...
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Carrie Cook
Mar 22, 20213 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...
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