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As the new year approaches, Scott breaks down the key planning numbers and contribution limits pilots need to understand before 2026 kicks off. This episode is all about checking your settings, updating your strategy, and making sure you’re taking advantage of every opportunity. As 2025 wraps up, now’s the perfect time to get ahead by making decisions for a tax-efficient future.

Here’s some of what we discuss in this episode:

📊 2026 Planning Priorities: what pilots should reevaluate heading into the new year

💵 IRA & Roth Limits: using updated contribution rules to your advantage

💰 Roth Tax-Free Bucket: why shifting money strategically can reduce lifetime taxes

⚠️ Tax Rate Risk: how rising brackets could impact future retirement income

🧭 Action Steps Ahead: simple adjustments that strengthen next year’s plan

Resources:

Our website: https://retireairlines.com/

Phone: (419) 314-4139

Contact our team: https://retireairlines.com/contact-us/

Schedule an introductory call: http://callosborn.com/

Order your no-cost retirement toolkit: https://keap.page/lde199/the-pilot-s-planner-toolkit.html

Check out our other no-cost financial resources & guides here: https://retireairlines.com/guides-whitepapers/

The “When I Die” binder: https://retireairlines.com/wp-content/uploads/2024/10/Scott-O-FILLABLE-BINDER-10.22.24-1.pdf

Watch the podcast on YouTube: https://www.youtube.com/@retireairlines