Insights

Boeing Financial Webinar Series

Find our latest webinar below, where we walk through the five biggest pitfalls we see — and share tips on how to steer clear of them for a smoother, more confident retirement journey.

What You’ll Gain from This Webinar:

• Why relying only on pre-tax savings can cause a tax headache in retirement
• How to make the right pension & social security decision for you and your spouse
• A crucial mistake Boeing retirees make with their 401(k)

Here’s a sneak peak of the 5 mistakes that we will unpack:

1. Saving only in pre-tax retirement vehicles
2. Making the wrong pension decision
3. Mistreating your After-Tax balance
4. Planning for Medicare
5. Maximizing Social Security

You may also want to reference the companion article: The 5 Biggest Retirement Mistakes Boeing Professionals Make- Avoid These Costly Errors to Plan Your Financial Future with Confidence.

PlanYourBoeingRetirement.com links directly to our page for Boeing Retirement Planning where you can find more information about how we help Boeing Professionals retire and plan for retirement.

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.