Our Experience Working with Delta Pilots and Families
Smith Anglin Financial is proud to work side-by-side with Delta pilots on their benefits. Our advisors have helped pilots understand and maximize their Delta retirement plan options for more than 25 years. We’re specialists in Delta’s 401k investment options and the performance of those options within the employer-provided Delta pilot benefits plan.
What You Should Know About Your Plan
- How to evaluate your Delta Air Lines 401k Plan’s investment options and each option’s performance and characteristics.
- How to establish and utilize the Fidelity BrokerageLink® account option “inside” the Delta 401k Plan.
- How to optimize your contributions to the Delta 401k Retirement Plan for Pilots, with regard to IRS contribution limits.
- Understand the increasing Delta employer contributions to your 401k plan account.
- Determine your monthly payroll contributions in percentage and in dollar terms.
- How Delta’s contributions to your Profit Sharing account affects your 401k.
- How to utilize the Market Based Cash Balance Plan (MBCBP ).
- How to forecast your tax liability on your retirement accounts, both now and in the future.
- How to take advantage of the In-Service Rollover (ISR) option available to you at Age 59.5 and beyond.
- How to optimize the election choices available to you when evaluating the Pension Benefit Guarantee Corporation (PBGC) benefit and, when applicable, the NWA Pension Plan benefit.
Are you Maximizing your Delta 401(K) Account?
Request your complimentary Delta BrokerageLink® digital brochure to find out more about how a BrokerageLink® account managed by Smith Anglin compares to your standard 401(K) account. In this brochure, you will learn more about Delta’s standard 401(K) account offering and how a BrokerageLink® account opens the door to an array of options, and how we can work together to optimize your retirement plan using the BrokerageLink® account and other useful tools.
Your Delta Retirement Specialists
Helping Co-Pilot Your Financial Journey, No Matter Where You Are
Whether you’re nearing retirement or early in your career, we can help you better prepare for the path ahead.
Request Your Complimentary Retirement Plan Analysis
What you can expect to see in your personalized Retirement Plan Analysis:
- Retirement Cash Flow Projection
- Tax Impact Analysis
- Investment Strategy Evaluation
- Specific Scenarios for Your Situation
To get started, please complete the simple form below
401K AutoPilot℠ Program
To get started, please complete the simple form below
Request Your Complimentary Financial Plan
Whether you’re considering early retirement or plan to extend your flying career, we will help maximize your company-provided Delta pilot benefits, assess the pros and cons of each decision as it relates to your specific circumstances, and most importantly, create a plan to accomplish what matters most to you – enjoying the retirement you have worked so hard for.
We are proud of our reputation as a leading full-service wealth advisory firm that is committed to conservative investment philosophy and the delivery of our proprietary Standard of Care in managing Delta retirement plans. We welcome an opportunity to construct a complimentary Retirement Plan Analysis for you. Simply complete the brief form to get started.
Maximize Your Brokeragelink Account [2:36]
Preparing for Retirement [2:58]
The Smith Anglin Standard of Care [3:59]
