As you begin to think about your airline benefits during this open enrollment season it’s a great idea to take a few minutes to evaluate if you are taking advantage of the great investment options available to you.  There are many investment account types to choose from – be sure you’re prioritizing your savings and investing correctly.  In today’s discussion, Ben & Charlie explain the various investment options available to most airline pilots and suggest what order you should start utilizing them for maximum benefit.  Topics covered include:

✈︎ 401(k)
✈︎ Brokerage accounts
✈︎ IRA
✈︎ Roth IRA
✈︎ “Back-door” Roth
✈︎ Thrift Savings Plan (former military)
✈︎ Employee Stock Purchase Programs

Our multi-part video series for airline pilots covers how to manage your income and savings in a smart and wealth-building manner.

Video 1:  Top 4 Financial Questions All New Pilots Ask

Video 3:  Disability Insurance Explained

Video 4:  How to Minimize Taxes Now and in the Future

Video 5:  Long Term Care Insurance

Video 6:  What Type and How Much Life Insurance You Need

Video 7:  Health Insurance for Airline Pilots and Employees

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 09/06/2019 and are subject to change at any time due to the changes in market or economic conditions.

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