Southwest Airlines
6 articles on this topic.
Pilot Estate Planning: The Issues Most Plans Miss
Airline pilots have a few estate planning considerations that the typical estate attorney doesn't ask about. Multiple-state property, international family, mid-flight contingencies, and SWAPA-specific benefits all deserve coordination.
When a Pilot Should Consider a Roth Conversion
Airline pilots often have an unusually clean Roth conversion window — if they know when it opens and when it closes. The planning rules that matter most for Age 65 retirees.
When a Pilot Should Actually Move States (and When They Shouldn't)
Many pilots have meaningful flexibility on where to live. Over a 25-year career, the difference between a no-tax state and a high-tax state can run into seven figures. Here's the realistic framework.
Loss-of-License Insurance for Pilots
What LOL coverage actually pays, what SWAPA provides, and the outside coverage decisions that matter most for pilots at peak earning years.
The SWA 401(k) Decision: Pre-Tax, Roth, or After-Tax?
Southwest Airlines pilots and employees with access to all three contribution buckets face a real planning question every year. The right mix depends on age, income, marginal bracket, and what comes next.
A Southwest Airlines Pilot's Retirement Planning Essentials
The retirement-planning items every SWAPA-represented Southwest Airlines pilot should be thinking about — from Age 65 to the 401(k) to state-of-residence planning.
Ready to start your journey with Wilco?
It all starts with a conversation.