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.
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Retirement Tax Planning (August 2022)
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Retiring During Uncertain Times (July 2022)
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Boeing Financial Planning Workshop (March 2022)
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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 |
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 |