Pilot’s Portfolio

← Pilot’s Portfolio7 Sept · 17 min

How Should Pilots Use Their Accounts? 401(k)s, Roths, HSAs, and Brokerage Accounts

How Should Pilots Use Their Accounts? 401(k)s, Roths, HSAs, and Brokerage Accounts7 Sept17 min

As pilots move through their careers, financial accounts can start to build up across different stages of life. A current 401(k) or TSP. Old employer plans. Rollover IRAs. Roth accounts. Backdoor Roth opportunities. An HSA. A taxable brokerage account. Spouse accounts. Each one may have been opened for a good reason, but over time the full picture can start to feel scattered. In this episode of Pilot’s Portfolio, Timothy P. Pope, CFP® begins a practical account-by-account conversation for pro...