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Our Video Library for United Pilots PRAP, RHA, PBGC, CPRP and other Plan benefits.




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Medicare Costs and Surcharges

In this video I’m talking about Medicare costs and surcharges - how to avoid the medicare cost cliff. Unlike tax brackets where your taxes go up progressively with income. Medicare can impose a surcharge for an entire year if your income falls only $1 dollar above certain thresholds. It’s called IRMAA and you need to know what it is about.

Retirement Tax Planning Social Security
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Five Key Issues with Retirement Tax Planning

People far too often pay more taxes in retirement than they need to because of confusing rules and surprises in the tax code. This video series is going to tell you how to avoid costly mistakes and minimize tax surprises in order to withdrawal more and help your portfolio last longer. And in THIS video I will give you an overview of this video series and I will define the five keys issues around retirement tax planning.

Retirement Tax Planning
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Working while Taking Social Security

Our tax code is confusing and full of surprises. If you don’t know the rules regarding working and taking social security you might be surprised to find out your social security income can be reduced to zero - that’s right all the way to zero after you start taking it. In this video I will tell about these rules so that you can make an informed decision about whether or not you work and take social security at the same time. I’m Dan Lohmar, I’m a CFP professional with United Wealth management where we specialize in PRAP management and financial planning for United Pilots. And like many of you, My business partner, Alan Bewley, and I are both United pilots. Welcome to my video about the implications of working while taking social security. So what exactly are the rules about working and taking social security? This video will tell you all about it.

Retirement Tax Planning Social Security
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Four Stages of Retirement Tax Planning for United Pilots

People far too often pay more taxes in retirement than they need to because of confusing rules and surprises in the tax code. But another reason for that is simply not looking ahead and asking, how might my actions today affect my tax situation in later years and help my money last longer. Your tax exposure will change over time depending on your age and where you are relative to retirement. If you don't look ahead and plan for these changes, it can be costly. When you break it down this way there becomes four distinct stages to retirement tax planning. This video will help you look ahead and be prepared so that you make the right decisions to help your money last longer.

Retirement Tax Planning Social Security