Southwest Airlines

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 20 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

The graphic below highlights some of the milestones that should initiate changes in your retirement strategy.

401k flow

Are You Ready For Retirement? [1:47]

Qualified vs. Non-Qualified Plans [3:19]

Learn About Your PCRA [2:32]

Voluntary Separation Program [1:46]

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.