fb-pixel
Select Page
Retirement Planning

Planning for retirement can be difficult. Learn how to prepare for retirement, what types of retirement plans available and how they work.

2023 IRS Retirement Plan Contribution Limits

2023 IRS Retirement Plan Contribution Limits

The IRS has released the Annual Plan Limitations for 2023 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below.     Click here to download a...

Sign up for email updates

Cash Flow Planning When Approaching Retirement

Cash Flow Planning When Approaching Retirement

Cash Flow Planning When Approaching Retirement Pre-retirement planning is one of the most challenging stages of the financial journey. You’re still fully engaged in your career, but you’re also looking ahead to a big transition that will see you shift from...

What happens to your retirement plan when you change jobs?

What happens to your retirement plan when you change jobs?

So, you landed the new job, you’re excited, going through all the job-related changes, getting up to speed, and more – but what happens to your old 401(k)? It’s probably the last thing on your list, and that’s why for most people, it stays where it is. There’s an...

TRS-Care, Medicare and TRS Annuity Options

TRS-Care, Medicare and TRS Annuity Options

Thanks everybody for joining today. We're gonna discuss some TRS options Healthcare and other insurance and retirement. This presentation is going to be a little shorter than the TRS and Social Security presentation that you have may have watched in the previous...

Create a personalized comprehensive retirement plan

Create a personalized comprehensive retirement plan

You were looking forward to your retirement. When that day comes, you hope you've saved enough money to cover your expenses and have some leftover for fun. But it can be tricky to come up with a plan to meet your goals. How much should I save? When can I retire? What...

How do I pick a financial planner for retirement?

How do I pick a financial planner for retirement?

Consider asking your financial planner how they get paid and if they are a fiduciary. Then meet with them to discuss their service options and learn whether they meet your needs. Lastly, pick a planner you get along with and trust. You will be working with them to...

Retirement Preparedness in Under 45 Minutes

Retirement Preparedness in Under 45 Minutes

Today's presentation is understanding TRS and social security for educators. My name is Edgar Ortiz. I'm a senior retirement planning specialist. My info is on the screen. You can make an appointment via email phone call use a virtual session or if your tech savvy you...

Check out more categories