Our Experience Working with American Pilots and Families
Smith Anglin Financial is proud to work side by side with American pilots. Our advisors have helped them understand and maximize their plan options for over 18 years. We are specialists in the airlines’ 401k investment options and the performance of those options within the employer-provided retirement benefits plan. We are also specialists in managing the tax issues for your deferred compensation components.
What You Should Know About Your Plan
How to take advantage of your In Service Rollover Option available at 59.5 years of age
How to evaluate your 401k’s investment options and their individual performance
How to establish and administer your Brokerage Link option hosted by Fidelity Investments