Manager / Leader Events

For notice of webinars and dates, please fill out the form below
and we will send you an email for advance registration!

Annual Enrollment & VIP Strategies

Thank you to all who joined us for this year's Annual Enrollment webinars.

If you missed the webinar but have questions, please don't hesitate to give us a call or fill out the form below.

Join Michael Miller, CEO of Capital Planning, for a Live Webinar as he presents a step by step process to determine your deferral elections that will impact your take home pay, retirement plans, and income taxes.  Capital Planning has been helping aerospace managers and leaders with their investment and retirement planning since 1983. 

Topics covered include:

  • Voluntary Investment Plan (VIP) Contribution Planning:
    • Determining your ideal contribution amount
    • Understanding the $19,500 limit and the $6,500 catch-up provision (*Currently 2020 contributions)
    • Learning the difference between pre-tax, after-tax and Roth deferrals

  • Supplemental Savings Plan (SSP)
    • Understanding the pros & cons of SSP enrollment
    • Determining your ideal payout schedule and age selection

  • Roth Conversions
    • Understanding the benefit of maximizing VIP after-tax deferrals
    • Learning how to convert VIP after-tax balances to a self-directed Roth IRA

 Webinar includes:

  • VIP Annual Enrollment Decision Guide – a step by step process to determine your savings deferral decisions

  • Complimentary Meeting - for individuals within 3 years of retirement

Capital Planning, LLC is a SEC registered investment advisory firm (RIA) located in Bellevue, WA.  We are held to a fiduciary duty to put the interests of our clients before ourselves.  Capital Planning is not a Boeing Company contracted vendor. The content of our materials is intended for educational purposes only.  Please contact your benefits department for current benefit information. For tax and legal advice, please contact your tax professional or legal advisor. 

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