Important Update for Spirit Pilots Regarding the 401(k) Plan

In the video, I explain the importance of staying on top of any distributions from the plan, how direct rollovers into an IRA or Roth IRA can help avoid unnecessary taxes and penalties, and what to be aware of if checks are mailed directly to you.

Most importantly, if you need help navigating any of this or just want guidance on the rollover process, please don’t hesitate to reach out. I’m happy to help however I can.

I’ve also attached a PDF that walks through some of the most important things Spirit pilots should understand right now, including rollover timing, outstanding loans, and how to avoid costly tax mistakes.

Download Here

The information presented is for educational purposes only and should not be considered personalized investment, tax, or legal advice.

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