As you are looking toward the road ahead, you may quickly find that planning for retirement is...
Retirement Planning
Planning for retirement can be difficult. Learn how to prepare for retirement, what types of retirement plans available and how they work.
2024 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2024 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...
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Estimating your Retirement Income Needs
What is a 457(b) Plan?
401(k) vs Roth IRA
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?
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
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
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?
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...
Now that you’re at a new job, what should you do with your old 401(k)?
Now that you're at a new job, what should you do with your old 401(k)?There’s nothing like starting a new job with a new company. You’ve gone through three rounds of interviews, you had your references checked, and then you finally receive that job offer you were...
Three Equity Compensation Tips to Consider When Planning for Retirement
Equity compensation has become increasingly common – for good reason. If your early-stage company goes public, or gets acquired, that equity compensation can be a significant source or income now and as a retirement plan. Owning stock in a company that is already...