Learn 5 HSA hacks: invest your balance, transfer providers, move IRA money in, boost catch-up contributions, and save receipts for tax-free reimbursements.
Washington’s DCP was pre-tax only. Learn what a Roth DCP is, how it differs from pre-tax, why it has no income limits, and how to…
Learn what a Roth conversion is, why paying taxes now can beat paying later, how much to convert, and two stealth taxes to watch for.
Five year-end tax strategies for Washington State employees: HSA contributions, retirement account deadlines, LTC premium deductions, backdoor Roth IRAs, and Roth conversions.
Thinking about putting 15% into your WA TRS Plan 3 account? Here’s why that locked-in, pre-tax choice could cost you flexibility and money down the…
New to teaching in Washington? Here’s the Plan 2 vs Plan 3 choice, Roth savings tips, and the 3 mistakes new teachers make with retirement.
Thinking about leaving your Washington state job before retirement? Here’s what happens to your PERS, TRS, or SERS pension, plus 5 things to check first.
Asset-based long-term care insurance blends life insurance with LTC coverage so your money is never wasted. Here’s how it works, with real examples.
A Roth IRA lets you pay taxes now so your growth comes out tax-free later. Here’s how it works, who can contribute, and what a…
A Roth 403(b) lets you contribute far more than a Roth IRA with no income limit. Here’s how it works and how to get one…
When can you retire? How much will your pension pay? What happens to your healthcare? Join our free community for Washington teachers, school staff, and public employees to explore easy-to-follow videos, ask questions, and better understand your retirement options.
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.
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.