Insights

Boeing Financial Webinar Series

The final months of the year are your best chance to reduce your upcoming tax bill—and Boeing professionals have unique opportunities to save when they take the right steps before December 31.

In this webinar, we walk through smart year-end tax strategies designed specifically for Boeing employees and retirees so you can keep more of what you’ve earned.

What You’ll Gain from This Webinar:

✅ Maximize Last-Minute Contributions: Make the most of your 401(k), HSA, and Mega Backdoor Roth before December 31. Learn about Boeing’s contribution limits, matching options, and how to “top off” your accounts for maximum tax benefit.

✅ Use Roth Conversions to Reduce Taxes: Take advantage of today’s historically low tax brackets by converting traditional IRA/401(k) dollars to Roth. Discover how to fill up the 22% or 24% bracket, build tax diversity, and coordinate conversions with your overall income plan.

✅ Avoid Tax Surprises and Build Your 2026 Game Plan: Review paycheck withholding, make estimated payments if needed, and account for variable income like bonuses or overtime. Get ahead of upcoming tax law changes and set yourself up for a stronger 2026 with proactive 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.

You may also want to check out our September 2025 webinar: Retiring From Boeing Within 2 Years?— Key Steps to Take Now.

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.