Roth

3 Things Every Washington State Employee Needs To Know To Retire

Learn the 3 key things every Washington State employee must know to retire successfully, including taxes, spending plans, and healthcare costs.

3 Mistakes Almost All Retirees Make

Avoiding common retirement mistakes is key to a secure future. In this article, we dive into the three biggest mistakes almost all retirees make, from…

The Teacher’s Tax Trap

Learn why many retirees, particularly those with pensions and Social Security, end up paying more in taxes than they expected, even when their income decreases.

EP 7 – Exploring Investment Options as a Washington State Employee

A look at the various investment options available to Washington State employees. We analyze both employee-sponsored benefits such as 403b, 457, and private options like…

Don’t Make These 7 Roth Conversion Mistakes

These are 7 mistakes that you need to avoid to make sure you are getting the full benefit of doing a Roth Conversion

Retirement Savings Options For TRS & PERS Members

As a Washington state employee you have a bunch of different investment options including employer sponsored plans such as the DCP, 457 and 403b /…

Free Washington State Retirement Planning Community

Join our free community and gain exclusive access to expert financial insights & personalized tools tailored for Washington State employees. Whether you’re just starting out or nearing retirement, our community offers the resources you need to confidently plan your financial future. Connect with like-minded individuals, ask questions, and stay informed about the latest strategies to maximize your retirement benefits. Start your journey today and take control of your financial goals—it’s completely free!

Join Free Today

TRS 3 & DCP Investment Advice System

Washington teachers, if you’re feeling overwhelmed by your retirement investments, say goodbye to your anxiety with the TRS 3 Investment Advice System! The TRS 3 Investment Advice Service is a personalized resource that helps you manage your retirement investments with ease.

Learn More

Working with a Financial Advisor Who Specializes in TRS & PERS Benefits is Different

Retirement doesn’t have to be stressful for Washington state employees. Schedule a meeting with us to start planning today and experience the freedom and security of a well-planned retirement.

Get Started