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 Delta Airlines Pilot Retirement and Benefits 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.
Your Delta Retirement Specialists
Rex Moxley, J.D.
Partner & Wealth Advisor
(214) 668-2792 Mobile
(972) 267-1244 Office
Jack Snider
Wealth Advisor
(972) 730-4047 Mobile
(972) 267-1244 Office
Are you Optimizing 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.
I’m Nearing Retirement
I’m Early in Retirement Planning
Request Your Complimentary Retirement Plan Analysis
For pilots who are nearing retirement. We can help utilize your company-provided benefits, assess the pros and cons of each major decision as it relates to your specific circumstances, and most importantly, create a plan to help accomplish what matters most to you – enjoying the retirement you have worked so hard for.
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
I’m Nearing Retirement
I’m Early in Retirement Planning
401K AutoPilot℠ Program
For pilots who are ready to optimize their financial future. If you are a pilot with a 401k balance under $500k, our 401K Autopilot Program is the solution we’ve created to help optimize your financial future. Our team will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to help accomplish what matters most to you – building a more secure financial picture for all the years ahead.
To get started, please complete the simple form below
Request Your Complimentary Retirement Plan Analysis
For pilots who are nearing retirement. We can help utilize your company-provided benefits, assess the pros and cons of each major decision as it relates to your specific circumstances, and most importantly, create a plan to help accomplish what matters most to you – enjoying the retirement you have worked so hard for.
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
401K AutoPilot℠ Program
For pilots who are ready to optimize their financial future. If you are a pilot with a 401k balance under $500k, our 401K Autopilot Program is the solution we’ve created to help optimize your financial future. Our team will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to help accomplish what matters most to you – building a more secure financial picture for all the years ahead.
A long history of providing honest, compassionate, and informative service. Read what our clients are saying.
All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Request Your 401k Autopilot℠ Program Digital Brochure
If you are a pilot with a 401k balance under $500k, our 401K Autopilot℠ Program is the solution we’ve created to help optimize your financial future. Our team will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to accomplish what matters most to you – building a more secure financial picture for all the years ahead. To learn more, request your digital brochure today!
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Contact Us
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
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About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org