Executive Events

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Executive Strategies for Annual Enrollment

     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 an Executive 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 industry executives with their investment and retirement planning since 1983.

Topics covered include:

  • RSUs & PBRSUs – Understand how to use proceeds as an income bridge for higher deferrals to the VIP and ESSP

  • Voluntary Investment Plan (VIP)
    • Understand the $19,500 limit and the $6,500 catch-up provision (2020 contribution limits)
    • Learn the difference between pre-tax, after-tax, and Roth deferrals
    • Understand the benefit of maximizing VIP after-tax deferrals
    • Learn how to convert VIP after-tax balances to a self-directed Roth IRA

  • Executive Supplemental Savings Plan (ESSP)
    • Understand the pros & cons of the Restoration vs Extra Deferral elections
    • Create a plan for salary, annual incentive and performance award deferrals
    • Determine how to coordinate your payment schedule for ESSP & DCP accounts

 Webinar includes:

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

  • Complimentary Strategy Session with CEO, Michael D. Miller, CFP® ChFC® (via screenshare/phone) to implement your Annual Enrollment strategy.

    For those who have previously received a complimentary session, we are happy to work with you through our 2 hour Executive Annual Enrollment Financial Planning Services.


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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