Our Experience Working with FedEx Pilots and Families
Smith Anglin Financial is proud to work side-by-side with FedEx pilots on their retirement benefits. Every day, our advisors help them understand and maximize their plan options. We’re specialists in the FedEx pilot retirement plan and 401k investment options, the performance of those options within the employer-provided benefits plan, and how to optimize your savings and taxes.
What You Should Know About Your FedEx Pilot Retirement Plan
- How to evaluate your FDX 401k’s investment options and their individual performance.
- How to optimize your contributions to the Pilot Savings Retirement Plan (PSRP).
- How to set up and utilize the Fidelity BrokerageLink investment options.
- How to calculate and manage your PRSP contributions
- How to maximize your savings while not losing any FDX contributions.
- How to optimize your pre-tax and post-tax contributions and set up backdoor Roth conversions.
- How to forecast your taxes on your accounts.
- How to evaluate, optimize and manage your FedEx pension (defined benefit) options of your retirement benefit plan online.
- How to take advantage of your In-Service Rollover Option available at 59.5 years of age and the MPPP at 62 years of age.
Helping Co-Pilot Your Financial Journey, No Matter Where You Are
Whether you’re nearing retirement or early in your career, we can help you better prepare for the path ahead.
I’m Nearing Retirement
I’m Early in Retirement Planning
I’m Nearing Retirement
Request Your Complimentary Retirement Plan Analysis
For pilots who are nearing retirement. We can help maximize 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 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 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 of financial experts 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 get started, please complete the simple form below
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Request Your 401k AutopilotSM Program Digital Brochure
If you are a pilot with a 401k balance under $500k, our 401K AutopilotSM Program is the solution we’ve created to help optimize your financial future. Our team of experts 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!