Did you notice that I forgot to check my balances and obsess over my GVUL investments on September 1st? I did, but not until nearly the end of the month. I’m proud of myself for that.
Category Archives: Taxes
GVUL Experiment July 2024 Update (Part 3)
The first monthly update in our GVUL Investing Experiment uncovers some interesting points!
GVUL Investing Experiment Initial Conditions (Part 2)
Our GVUL experiment is finally started with $1000 invested in each of four funds. Two are within the MetLife GVUL, and two are in passive, low-fee, index funds at traditional brokerages.
Airline Pensions Part 2: Case Study
A case study comparing a proposed retirement plan change at one company with the plans available at one of that company’s peers.
Widget Pilots’ GVUL – Part 2
Part 2 for Delta pilots’ GVUL discusses the investing option. This comes with some heavy fees, offset in many cases by some amazing tax advantages. We run some actual numbers to decide if (when) using the GVUL might be a good choice.
Widget Pilots’ GVUL – Part 1
The Delta pilots’ new life insurance option, GVUL, offers everything their old plan did, plus some huge tax advantages. If you want those advantages, you must take action to opt-in.
United Pilots’ MBCBP – Important Differences
The United pilots are voting on a Tentative Agreement that includes a MBCBP. Pre-existing circumstances make this a very different decision than it recently was for their Delta peers.
FedEx MBCBP Considerations
The FDX pilots’ current TA is terrible. Here’s why.
MBCBP Participants Get a $330K Control Loophole
I just realized we’ve always had a loophole that gives us significant control over how much money goes into our MBCBP each year. This should relieve you.
MBCBP – Detailed Update w/ Zoom Links
Important MBCBP updates, including links to two upcoming zoom discussions.