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Flight #123: Roth Catch-Ups, NECs, and Smarter Airline Retirement Planning

Flight #123: Roth Catch-Ups, NECs, and Smarter Airline Retirement Planning

The Pilot Money Guys · Charlie Mattingly

February 6, 202645m 1s

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Show Notes

Recent changes to airline 401(k) plans—especially the Roth Nonelective Contribution (NEC) option—have created new opportunities and new confusion for pilots and airline professionals. In this episode, we break down what the Roth NEC actually is, how it works at airlines like Southwest, and why simply ignoring your elections could mean missing out on valuable catch-up contributions.

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You can find show notes, resources and more at: https://tinyurl.com/y7bncn35