Five reasons to consider a Roth conversion before December 31st: tax-free growth, down-market savings, and protection from future taxes and Medicare premium hikes.
On TRS 3, PERS 3, or SERS 3? Here are the 6 steps I’d take: the 5% rate, Roth vs pre-tax savings, investments, TAP annuity income, and the HSA.
Should you switch from TRS 3 or your 403(b) to Washington’s DCP? Learn how the Roth DCP gives school employees more control over contributions and taxes.
Our mission is to help provide education and resources to all Washington state employees so that they can avoid costly mistakes & retire with more confidence
Get the most out of your Washington state retirement benefits by taking advantage of the resources created by Ethan Meikle & Shireen Sharma. Join the hundreds of Washington state employees who trust us to guide them in their retirement planning journey each year because of our unique perspective of how your TRS & PERS benefits contribute to your comprehensive financial plan.
