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Latest Communications for Boeing Employees

At Stabler Wealth Management we have specialized in helping Boeing employees prepare for and transition in to retirement for more than 30 years. We continue to advise our clients on how to best maximize their Boeing benefits as well as proactively plan for latest changes that are impactful to them. The following are the latest communications from our team for Boeing employees. ​

Boeing Financial Planning Workshop (March 2022)

New Tax Proposal Puts an End to Boeing After-tax Conversions (November 2021)

The most recent proposal from Biden’s Build Back Better Plan will end one of the top Boeing retirement benefits strategies:  the “Mega Backdoor” Roth.  Steps you should take by the end of the year to maximize your tax strategy. 
boeing_backdoor_roth_article.pdf
File Size: 196 kb
File Type: pdf
Download File

Boeing Retirement Checklist Video (October 2021)

Pros and Cons of Boeing's Long-Term Care Offering (July 2021)

This document reviews the pros and cons of Boeing's long-term care offering through Trustmark in response to the new Washington State long-term care tax going in to effect January, 2022.
pros_and_cons_of_boeings_long-term_care_offering.pdf
File Size: 771 kb
File Type: pdf
Download File

Boeing Retirement Planning Video (April 2021)

Location

Contact Us

(425) 646-6327
info@stablerwealthmanagement.com
Stabler Wealth Management
9 Lake Bellevue Drive #108
Bellevue, WA 98005


Directions:
  From I-405
  Take the NE 8th Street exit 13 (if coming from south take the 13B NE 8th East ramp)
  Merge onto NE 8th Street
  Move into the far left lane once you’ve crossed 116th Avenue
  Make a left turn at the stop light onto 120th Avenue NE
  Take the next left turn at the stop light (titled “Private Drive”) into the parking lot
  Go forward until the far end of the lot (can go no further)
​
  Nine Lake Bellevue is the brown building at the end and on your right
(425) 646-6327
​
Advisory services and securities offered by R. Todd Stabler and David Mantell through LPL Financial., Member FINRA & SIPC and an SEC Registered Investment Advisor. Stabler Wealth Management is not a registered broker/dealer or investment advisor. The services mentioned are not available in all states, eligible states may be confirmed by our staff.  This site may contain links to articles or other information that may be contained on a third-party website, which LPL Financial does not control, adopt, or endorse.

Stabler Wealth Management. All rights reserved 2022. 
  • About Us
    • Who We Are
    • Team
    • LPL Advantage
    • Pricing
  • Our Services
    • Investment Management
    • Retirement & Financial Planning
    • Tax Planning
    • Estate Planning
    • Insurance Planning
  • Contact Us
  • INSIGHTS
  • Boeing
  • Client Login
    • LPL Login
    • Financial Plan Login