Tax Planning Assessment

1. Are you currently an active airline pilot?
2. Are you paying significant federal and/or state income taxes?
3. Is your tax professional proactively identifying tax-planning opportunities, or primarily preparing your tax return?
4. Do you understand the unique tax-planning opportunities available to airline pilots?
5. Are you maximizing the tax advantages within your employer-sponsored retirement plans?
6. Do you have tax-efficient retirement income strategies—not just a retirement plan?
7. Have you considered how future tax rates may affect your retirement assets?