Southwest Airlines Pilots
Your Southwest Airlines 401(k) is the foundation of your retirement planning. The sooner you begin to create your financial and retirement plan, the greater your opportunity to retire successfully.
Meet Our TeamRoth Conversions and Your Post-Retirement Redzone Webinar
If you are retired there are several key planning tools and sources of income that can impact your financial future.
We recently hosted a webinar for a conversation on planning strategies that can help keep you in the post-retirement redzone, including:
- Roth conversions and when it makes sense to utilize them
- Minimize taxes in retirement
- Medicare costs and secondary coverage considerations
Please Note: This webinar was presented to an audience of United Airlines pilots, but the concepts discussed regarding Roth conversions and their interaction with Medicare premiums have broad applicability to all airline pilots.
View the recording and download the presentation
Getting Started
Our team works with Southwest Airlines pilots to create customized financial and retirement plans so you can make a smooth transition from airline pilot to retirement or another career. We’ll begin with our financial planning process, which allows us to understand what makes you happy and what it will cost. With a better understanding of your goals, we are able to determine the income and assets necessary to achieve them. To get started, fill out our Optimized Portfolio questionnaire which will help us assess your portfolio construction.
Optimized Portfolio Questionnaire401(k) Professional Portfolio Management
A critical part of your retirement success is your ability to contribute to a tax‐advantaged retirement plan to maximize your retirement dollars. You have several options regarding how to manage your retirement assets. Each has pros and cons and should be reviewed in comparison to your personal goals.
Related Resources
Making the Most of Your Airline 401(k)
Your 401(k) plan may be one of your largest assets, so how you manage it is critical to the success of your overall retirement plan.
LEARN MORE Click here to learn more about making the most of your airline 401(k)
After Tax Rollover Rules: Helpful and Taxpayer Friendly
While not widely used or known, some employer sponsored retirement plans, including pilot 401(k) plans, allow you to put after‐tax money into the account.
LEARN MORE Click here to learn more about after tax rollover rules.
Saving Strategies in Your Final Approach to Retirement
Being aggressive with your savings as you approach retirement is one of the most effective ways to catch up or compensate for times when you weren't able to save as much as you would have liked to.
LEARN MORE Click here to learn more about savings strategies in your final approach to retirement.
You’re at the controls
Our Pilot Planning team is committed to assisting you and your family plan for retirement, transition into retirement and live comfortably through retirement. Several of our advisors had previous careers with major airlines, so they have firsthand understanding of your situation. Contact one of our advisors today.
Meet Our Team