Southwest Airlines

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    Our Experience Working with Southwest Pilots and Families

    Smith Anglin Financial is proud to work side by side with Southwest pilots. We’ve helped them understand and maximize their plan options for over 15 years. We’re specialists in Southwest’s 401k investment options and the performance of those options within the employer-provided retirement benefits plan. We’re also specialists in managing the tax issues for your deferred compensation components.

     

    What You Should Know About Your Plan

    • How to take advantage of your In Service Rollover Option available at 59.5 years of age
    • How to establish and administer your PCRA option
    • How to coordinate tax issues for your 401(a)(17) and Excess 415 Benefit and Top Hat Plans
  • Your Southwest Retirement Specialists

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    Chris Lott, CFP®, CPA

    Partner and Wealth Advisor

    Weston Pollock

    Partner and Wealth Advisor

    (972) 267-1244 local
    (800) 301-8486 toll free

Request Your 401k AutopilotSM Program Starter Kit

If you have more than $250,000 in your 401k account, The 401k AutopilotSM Program is the solution to creating a secure future for your family in a very insecure airline world.

Request Your 401k AutopilotSM Program Starter Kit Now!