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Scott breaks down United Airlines’ cash balance plan for pilots and explains how it addresses overfunded 401(k) accounts. He covers how the plan works, the benefits of tax-deferred growth, and how to decide between the Cash Balance Plan and United’s HRA/RHA options. By the end of this episode, you'll better understand the pros and cons to help make the best choice for your retirement.
Here’s some of what we discuss in this episode:
✈️ CBP Overview: how United’s plan is structured
📈 Tax Deferral: the benefits of reducing taxable income today
🧾 Plan Details: spillover from overfunded 401(k)s
🧑✈️ Pilot Factors: income, career stage, and benefits
⚖️ Pros & Cons: flexibility, limits, and tradeoffs
Resources:
Our website: https://retireairlines.com/
Phone: (419) 314-4139
Schedule an introductory call: http://callosborn.com/
Check us out on YouTube: https://www.youtube.com/channel/UC_hNGqqVjqgtuoYZlu9i4yQ
