Retirement Articles

Learn more about retirement topics.

No more recharacterization of IRA conversions
Last Modified: 11/19/2018
Prior to 2018, individuals were allowed to recharacterize IRA conversions and employer retirement account taxable rollovers into a Roth IRA. As of 2019, that will not be the case. . . . (Full story)

WRS contribution rates down slightly for 2019
Last Modified: 11/5/2018
The Wisconsin Retirement System (WRS) contribution rate will decrease slightly as of January 1. Generally, the adjustment will not have a significant impact on your take home pay. However, the rate reduction is an opportunity to increase your contributions in other retirement savings accounts, such as an IRA or 403(b). . . . (Full story)

Setting your own course to a secure retirement
Last Modified: 8/7/2018
You can’t know everything that will happen in your life—but anticipating and planning for the challenges increases the chance of achieving your retirement goals. . . . (Full story)

Charting a course to a secure retirement: Member stories
Last Modified: 8/7/2018
Everyone’s life experiences are different. The stories these three Wisconsin educators share illustrate that point and may inspire you to take some positive steps now as you embark on your own financial voyage. . . . (Full story)

Charting a course to a secure retirement
Last Modified: 8/6/2018
Women have to navigate unique barriers in order to secure their retirement. While these barriers put many women at a financial disadvantage when it’s time to retire, there are steps they can take to help minimize or eliminate them. . . . (Full story)

A new fund, a name change, and an update
Last Modified: 7/23/2018
We regularly review our investment options to maintain the quality of our retirement savings program. Learn more about recent fund and portfolio changes. . . . (Full story)

Market Volatility Happens
Last Modified: 7/6/2018
History clearly illustrates that the market will drop some days, sometimes for weeks or months...and the market will go up some days, sometimes for weeks or months. That’s how it works. Accept the predictable unpredictableness of the market. . . . (Full story)

Ready. Set. Grow. Open an IRA account today
Last Modified: 6/25/2018
Open an IRA account today and get growing with low fees and tax advantages. Your family members can also participate in our IRA program.  . . . (Full story)

Personal investment account opportunity
Last Modified: 8/22/2018
We are now scheduling appointments for those interested in nonretirement investment accounts (also referred to as a retail account). These accounts present investment opportunities outside our 403(b) and IRA programs.  . . . (Full story)

Mutual fund lineup and model portfolio update
Last Modified: 6/18/2018
To evaluate the quality of our retirement programs, we regularly review all available investments. We review each investment based on a variety of factors to ensure they continue to satisfy our standards. We also look to provide you with an appropriate number of, and access to, different types of investments. . . . (Full story)

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