PILOT'S TAX CHECKLIST

Are You Missing Tax Planning Opportunities?

Many airline pilots don't realize how many planning opportunities may be available before the tax year ends.

 

Take a moment to review these questions.

 

• Are you paying more than $100,000 annually in federal and/or state income taxes?
• Is your tax professional proactively helping identify planning opportunities?
• Are you maximizing the tax advantages within your retirement plans?
• Do you have tax-efficient retirement income strategies?
• Have you evaluated how future tax rates may affect your retirement savings?
• Do you understand the tax-planning opportunities available specifically to airline pilots?
• If you're unsure about any of these questions, now may be the right time for a proactive tax-planning review.