✈️ Retire Pilots the Right Way!
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Ryan is joined by Zach Smith of Pilot Tax to discuss why many high-income pilots run into Roth limitations and what that means for long-term planning. While backdoor Roth IRAs can be a powerful tool for high-income earners to achieve tax-free retirement growth, it’s essential to understand the rules, potential pitfalls, and seek professional advice to ensure the strategy aligns with your specific financial situation.
Here’s what we cover in this episode:
🛫 Backdoor Roth Basics: The workaround when income caps apply
🚧 Roth Eligibility Limits: Why pilots often exceed IRS thresholds
🧮 Joint Income Rules: How household earnings affect access
🔄 Conversion Process: Moving money without turbulence
⚠️ Pro Rata Rule: The hidden tax trap many pilots miss
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
