top of page
Search

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
16 views
0 comments


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
7 views
0 comments


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
67 views
0 comments


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
49 views
0 comments


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
53 views
0 comments


Investment Advice for 40 somethings...
The biggest issue as you amass wealth is how to keep it. Since I am a 40 something and I have practiced what I preach with the skills...
Carrie Cook
Apr 5, 20213 min read
7,724 views
0 comments
bottom of page