Insights

Boeing Financial Webinar Series

This webinar is designed specifically for Boeing professionals looking to retire in the next two years. Our experienced presenter, Dave Mantell, CFA, CFP®, will guide you through planning your retirement date.

What You’ll Gain from This Webinar:

✅ How to work backward from your Boeing retirement date to retire successfully

✅The most important financial moves to make in the final two years around cash flow, taxes, pension, and benefits

✅ How to align investments, health insurance, and tax strategy before your last paycheck

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.

You may also want to check out our November 2025 webinar: Year End Tax Savings Moves for Boeing Professionals.

team@stablerwm.com | (425) 646-6327

A Roth IRA conversion—sometimes called a backdoor Roth strategy—is a way to contribute to a Roth IRA when income exceeds standard limits. The converted amount is treated as taxable income and may affect your tax bracket. Federal, state, and local taxes may apply. If you’re required to take a minimum distribution in the year of conversion, it must be completed before converting.

To qualify for tax-free withdrawals, you must generally be age 59½ and hold the converted funds in the Roth IRA for at least five years. Each conversion has its own five-year period, and early withdrawals may be subject to a 10% penalty unless an exception applies. Income limits still apply for future direct Roth IRA contributions.

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.