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United Airlines Pilot
By Ben Lies

Primer on the UA Pilot Retiree Health Account (RHA)

The Retiree Health Account (RHA) is a very unique benefit that United provides to its pilots. It is funded by employer contributions on a pre-tax basis and designed to pay for medical expenses, tax-free, after retirement or separation of service. When used properly, the RHA can be a key part of a pilot’s retirement plan. […]

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United Airlines Pilot Retirement Account Plan PRAP
By Ben Lies

Analyzing The UAL PRAP: Investment Decisions

If you are a Pilot for United Airlines you have a great 401(k) plan called the Pilot Retirement Account Plan (PRAP), but there are a lot of factors that need to be analyzed before making investment decisions. In this article we are going to take you through the investment options and the extrinsic factors that […]

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7 Financial Vows to Treat Our Money Differently in 2021
By Ben Lies

8 Financial Vows to Make for 2021

2020 was a year most of us would prefer to forget. When the year started, nobody expected natural disasters of historic proportion, the COVID-19 pandemic, global lock-downs, travel bans, school closures, or the resulting economic hardships that followed. But with the first year of the new decade officially behind us, how can we better prepare […]

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roth conversions what you need to know
By Ben Lies

Roth Conversions: What You Need to Know

When opening a retirement savings account, you’re typically presented with the option of choosing between a traditional or Roth IRA. While you may have stuck with a traditional IRA for the initial tax savings, it’s possible you could change your mind and opt for tax-free retirement income instead. Making this switch is called a Roth […]

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The SECURE ACT - Capitol Building
By Ben Lies

The SECURE Act: What does it mean for me?

On December 20th 2019 the SECURE Act was passed into law. It has been a little over a month since this legislation was passed and most of the details are now out in the open and generally understood. In this analysis we will break down what we believe is the most important parts of the […]

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