Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey.
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey.
The Airline Pilot’s Hidden Tax Problem: Avoid a Massive RMD Shock
The Pilot’s Advisor Podcast
39 minutes
1 week ago
The Airline Pilot’s Hidden Tax Problem: Avoid a Massive RMD Shock
✈️ Retire Pilots the Right Way!
🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/
This Veterans Day episode of The Pilot’s Advisor features Zach Smith from Pilot Tax for a deep dive into one of the biggest challenges facing airline professionals: retirement tax planning. Ryan and Zach explain why airline contracts that fund 18–19% of pay into 401(k)s create future RMD headaches, how Roth strategies can help you gain long-term control, and why taxable brokerage accounts can be a powerful, flexible alternative to overfunded retirement plans.
Here’s what we cover in this episode:
💰 The unique tax challenges that pilots face
🧾 Why deferring taxes isn’t always smart🚀 Roth accounts = long-term freedom📊 Taxable brokerage accounts offer flexibility⚖️ True tax diversification = balance + control
Get in touch with Zach:
info@pilot-tax.com
317-984-7666
https://pilot-tax.com/
Retire Pilots - https://retirepilots.com
Get your FREE Retirement Toolkit - https://d74164fb.pages.infusionsoft.net/
Pilot Tax - https://pilot-tax.com/
The Pilot's Advisor Podcast is also on video. Watch & Subscribe on YouTube: https://bit.ly/3EIEBW2
The Pilot’s Advisor Podcast
Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey.
