Walkner Condon Financial Advisors

Retirement Planning for UW System and State of Wisconsin Employees

Informações:

Sinopsis

In this episode of Gimme Some Truth, we explore essential retirement planning strategies specifically designed for employees of the University of Wisconsin (UW) System and the State of Wisconsin. Discover how to maximize your 403(b) and 457(b) plans, understand the benefits of the state pension system, and make the most of your investment options with providers like TIAA and Fidelity. Check out our blog for additional insights: Our Guide to the UW System Supplemental Retirement Program - https://walknercondon.com/blog/our-guidance-on-the-uw-system-supplemental-retirement-program/ We break down: * Key Differences Between 403(b) and 457(b) Plans: Learn which plan fits your retirement goals, including tax benefits and early withdrawal options. * Maximizing Contributions: Find out how UW and state employees can contribute to multiple retirement accounts, potentially doubling tax-advantaged savings for households. * Investment Choices with TIAA and Fidelity: Explore the advantages of these standardized plans