Question

How do I know if my current financial plan accounts for my airline benefits?

Answer

A good starting point is whether your advisor understands how airline pensions, after-tax 401(k) contributions, and carrier-specific benefit elections work. Your plan should reflect those specifics. If it doesn’t, working with an advisor who understands your benefits can help you navigate and evaluate the options tied to what you’ve earned.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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