Your elections today will impact your financial future. We can help you understand and optimize your RTX Corporation Benefits by making informed elections now to put you on track for retirement. Our team can educate and help create a strategy on:

• 401k: RTX Corporation Savings Plan:
  understanding investment options, the differences between pre-tax, Roth, and After-tax (spillover), and little-known options to reduce taxes that are not available in most 401k plans
• Salaried Pension, Excess Pension, and Cash Balance Pension:
  understanding the differences, helping with decisions on which options to take, and flexibility within the new cash balance plan
• Additional Retirement Company Contributions (RISP/The Savings Plan):
  understanding how these contributions impact maximizing 401k funding
• Health Savings Account (HSA):
  understanding and amplifying tax benefits and investment options
• Long-Term Incentives: Restricted Stock Units (RSUs), Performance Share Units (PSUs), and Stock Appreciation Rights (SARs):
  understanding the structure and differences between the equity awards, tax considerations, vesting schedule, and financial upside. Evaluating LTI choice for eligible employees
• Compensation Deferral Plan (CDP – Newport Group):
  understanding eligibility, how to optimize the company match, investment, and payout options
• Optional Life Insurance:
  review RTX Corporation life insurance options, evaluate appropriate amounts of coverage
• Group Disability Insurance Coverage:
  coverage amounts, income limits, and options
• Estate Planning:
  maximizing the MetLife Legal plan provided by RTX Corporation

We will work with you every step of the way, during the open enrollment, or whether you decide to transition to a new career or begin your retirement.

We actively help hundreds of current and former RTX Corporation employees and executives across the country.

Email or call us today for a complimentary consultation.

Omni Wealth Management is not affiliated with Raytheon. This information has not been reviewed, approved or endorsed by Raytheon and is provided for general education purposes only. This information is not intended as tax or legal advice.  Financial Representatives don’t render tax advice.  Consult with a tax or legal professional for advice specific to your situation.  Employees should refer to their official benefit plan documents from their employer for the final say on all plan benefits.