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For Boeing Professionals

Smarter planning in aerospace, engineering, and other industries.

At Plannetics Financial we work with many executives and professionals at Boeing, in aerospace, engineering, and other industries.

From Aspiration to Certainty. From Complexity to Clarity.

Benefits in these industries are complex, with myriad factors such as eligibility criteria, calculations, and payout options to consider.

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Elevate Your Boeing Benefits

Strategic planning designed for Boeing professionals.

401(k) Retirement Planning

Company funds, index funds, lifecycle funds, stable value. When do you ride it out and when do you protect?

Pension

Arguably one of the most important retirement decisions you will make. We will show you all the angles.

SSP (Supplemental Savings Plan)

Boeing has more free matching dollars for you. But does it come with strings attached?

Incentive Pay Planning

Understand how to manage Boeing’s short-term and long-term incentive plans, including STI and LTI, to align with your wealth goals.

Employee Stock Purchase Plan (BESPP)

You get a discount on your company shares. How much do you buy and when do you sell?

Healthcare & Long-Term Care Planning

Navigate Medicare, COBRA, and long-term care options to ensure healthcare security in retirement.

Tax Awareness

Back-door Roth concepts, Roth conversions, and In-Service withdrawals can all be used for your benefit.

Student Loan Match

Eligible employees may have their qualified student loan payments counted toward Boeing’s 401(k) company match, helping boost retirement savings.

Free Money from Boeing

How do you get every dollar you are entitled to?

Contribution Strategy

How soon should you max out Pre-Tax or Roth before you get to Mega Back Door Roth and trigger SSP?

401k Investment Advice

Should you hire the in-plan investment advice financial engine? What is the cost/benefit?

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"Boeing employees and executives enjoy several pension benefits depending on their hire dates; it's not unusual to find some Boeing employees with 3 pensions- depending on their position and length of service."
— Mark Serafini, Sr. Financial Planner

Our Deep Knowledge Of Boeing’s Benefit Plans Can Help You

Define

Understand your benefits and align them with your other assets and goals.

Plan

Decide when and how to you want to retire.

Act

Meet your goals through the Boeing Company 401(k) Retirement Plan.

Align

Create a customized financial plan that covers every aspect of your life.

Refine

We continuously track your plan’s performance, making strategic adjustments when needed.

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Frequently Asked Questions

How do I spread my 401(k) contributions between pre-tax, Roth, and after-tax? +
It may be easy to forecast short-term tax savings strategies, but what about the long-term ripple effect of different tax strategies throughout retirement?
Does my annual bonus get matched? +
Bonus dollars are eligible for employer matching. Employees also have the opportunity to elect separate contribution amounts to the 401k, depending on different sources like salary and/or bonus.
What survivorship option is best for my pension? +
Pension survivorship is one of the biggest decisions you will make in retirement. It is irreversible. Choose wisely.
Will Boeing help cover my medical insurance during my retirement? +
We help retirees bridge from Boeing benefits, to COBRA and through to Medicare.
If I Retire Before 60, Can I Withdraw From My 401k+
The Boeing 401k can be accessed from age 55 without an early withdrawal penalty in most cases. There are also strategies that avoid the penalty using IRAs.
Can I take my pension before age 60? +
Boeing allows for pre-age 60 pension withdrawal payments, but it comes with a cost.
What happens to my pension if I die before I retire? +
There are options for spousal survivorship in the Pension. Benefits depend on service credit years, your specific contract, and other factors.
Should I invest in the SSP, and if so, what is the best strategy? +
The Supplemental Savings Plan (SSP) can be a valuable tool for high earners, offering additional tax-deferred savings and matching dollars. This is one of the most difficult benefits to model for retirement. Whether it fits your financial strategy depends on factors like tax planning, liquidity needs, and long-term goals. We help assess if SSP contributions align with your broader wealth plan.
Does the SSP have a match? +
Yes, it does. Whether the SSP works for you depends on many individual factors.
Should I participate in the ESPP plan? +
Employee Stock Purchase Plans (ESPPs) can offer discounted stock purchases, but participation depends on your risk tolerance, diversification strategy, and financial goals.
Do you offer any additional services?+
  • Managing Executive benefits.
  • Pension analysis.
  • Helping you navigate the complexities of your 401(k) s, investments, CDs, brokerage accounts, and company stock programs.
  • Determining 401(k) pre-tax versus Roth contribution rates, along with catch-up contributions and in-plan Roth conversions.
  • Evaluating and advising you on non-qualified deferred compensation plans.
  • Evaluating pension claiming/distribution options as well as choosing between the monthly annuity versus lump sum payment.
  • Determining your suitability for enrolling in the Supplemental Savings Plan (SSP).
  • Implementing strategies for reducing exposure to a concentrated stock position.
  • Evaluating layoff severance benefits.
  • Evaluating Social Security timing.
  • Conducting Supplemental Income analysis.

    • Our clients trust us with their future.

    We bring over 40 years of combined experience to building trusted relationships that span generations. Let our Plannetics team transfer your financial stress onto our shoulders and provide you with real confidence and assurance in your financial growth and confidence.

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