Our Experience Working with Southwest Pilots and Families
Smith Anglin Financial is proud to work side by side with Southwest pilots. We’ve helped them understand and maximize their plan options for over 15 years. We’re specialists in Southwest’s 401k investment options and the performance of those options within the employer-provided retirement benefits plan. We’re 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 establish and administer your Personal Choice Retirement Account (PCRA) option
How to coordinate tax issues for your non-qualified plans: 401(a)(17), Excess 415 Benefit, and Top Hat Plans
Learn about the Voluntary Separation Program (VSP) here:
Southwest Pilots, What Does the Voluntary Separation Program (VSP) Mean for You?