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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:
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
View all episodes
By Ryan Fleming
4.3
1111 ratings
✈️ 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:
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
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