Skip to content
United logo

For United Pilots

Planning That Matches Your United Career

The PRAP, profit sharing, and the new United contract created opportunities that didn't exist five years ago — along with complications most planners aren't tracking. We work exclusively with airline pilots, so the rules, the timing, and the math are familiar territory.

Your Retirement Plan

United Pilot Retirement Account Plan (PRAP)

United contributes 16% of eligible earnings into the PRAP whether you defer or not. The bigger question is what you do with the after-tax bucket and how you blend Roth, pre-tax, and brokerage savings as you climb from narrow-body First Officer to international wide-body Captain. We map that out across your full career arc, not one tax year at a time.

What We Plan For

Specialized for United

United pilots have a different set of questions than the rest of the industry. Here's where we spend most of our time.

Capturing the full 16% PRAP company contribution and after-tax mega backdoor Roth
Profit-sharing tax planning and quarterly estimated payment strategy
International, reserve, and override pay coordination across tax brackets
Pre-65 early retirement modeling and bridge income strategy
Concentrated UAL stock exposure and diversification planning

How It Works

A Plan Built Around Your Career

1

Discovery Call

A free conversation to understand your seat, seniority, and goals.

2

Custom Plan

A planning roadmap tailored to your United benefits and timeline.

3

Ongoing Advice

Year-round guidance as contracts, markets, and your career evolve.

Cleared for Retirement — 5 Critical Steps for the Modern Airline Pilot's Final Financial Approach

Free for United Pilots

Cleared for Retirement

5 Critical Steps for the Modern Airline Pilot's Final Financial Approach

Written for the airline pilot career arc — practical guidance on the five decisions that shape the final stretch to retirement. Download a free copy before your discovery call.

Get Your Free Copy

Plan Your United Retirement With Confidence

Domestic narrow-body to international wide-body, base bid to commute strategy — your finances should evolve as your career does. Book a no-pressure conversation.