Insights

Boeing Financial Webinar Series

We know all you folks at Boeing work hard, so let’s make sure you’re getting the most out of your compensation.

In our latest webinar, we covered a common question that comes our way: Should I contribute to my traditional pre-tax 401(k) or my Roth 401(k)? Dave also shows how the “small but mighty” Health Savings Account can help you save on medical expenses down the road. Stay tuned for a quick run-down of the Mega Backdoor Roth and some additional tips you should be thinking about.

What You’ll Gain from This Webinar:

• Choosing between Traditional and Roth 401(k) contributions
• Maximizing your Health Savings Account (HSA)
• Evaluating if the Mega Backdoor Roth is right for you
• Additional tips to enhance your retirement planning

With decades of experience working with Boeing employees and retirees, our team of Certified Financial Planners (CFPs®) is dedicated to helping you navigate retirement with confidence. Whether you’re already retired, considering early retirement, or in the planning phase, these insights will help you make the most of your hard-earned savings.

For more Boeing financial planning tips check out our recent article, Is Your Boeing Pension Safe? A Deep Dive into Boeing Pension Protections Amid Financial Woes.

team@stablerwm.com | (425) 646-6327

Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Stabler Wealth Management is not registered as a broker-dealer or investment advisor.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Stabler Wealth Management and LPL Financial are not affiliated with or endorsed by Boeing.