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Latest / The Pilot’s Advisor Podcast

American Airlines Market-Based Cash Balance Plan: Should AA Pilots Opt-In?

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If you’re an American Airlines pilot, you’re facing a major decision: whether to participate in the newly announced Market-Based Cash Balance Plan. Ryan is joined once again by Zach Smith from Pilot Tax to break down how the plan actually works, what AA pilots need to know, and the long-term tax consequences many pilots aren’t thinking about. Most importantly, we explore how this decision affects retirement flexibility, future RMDs, and your ability to control your own investment…

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