E25: Mo’ Money, Mo’ Problems - 401(k), Roth Conversions, Insurance and More with R&I

In this episode of Engage, host First Officer Ryan Argenta sits down with Scott Bowles, John Doherty, and Dan Fusco, the experts of the Retirement & Insurance Committee to discuss a variety of topics including 401(k) contributions, ROTH conversions and recent changes to ROTH conversions for Company contributions, how you no longer have to "race" the Company to max out your 401(k), potential tax implications of multiple retirement income sources, PBGC, Market-Based Cash Balance Plan (MBCBP) benefits and tax implications, ALPA-sponsored insurance programs, and other R&I nuggets. The Fine Print: This podcast does not constitute an official position or advice of the Air Line Pilots Association or the Delta Master Executive Council. The information provided in this podcast does not, and is not, intended to constitute legal advice, tax advice, or financial planning expertise. All information and content presented are for general informational purposes only. (Recorded October 5 and December 7, 2022)