Retirement Articles

Learn more about retirement topics.

Use your IRA to help charity
Last Modified: 1/23/2017
Did you know you can choose to give up to $100,000 to a qualified charity from your IRA without counting it as taxable income when you are over 70 ½ years old? This type of gift is called a qualified charitable distribution. . . . (Full story)

Investment spotlight: Prudential Guaranteed Investment
Last Modified: 12/5/2016
Understanding basic principles about how to analyze an investment can help you make wise choices and feel confident about it. In our January 2017 issue of your$, we’ll help you learn more about investment principles. As a prequel to our upcoming issue, we first shine a spotlight on the Prudential Guaranteed Investment. . . . (Full story)

You'll thank yourself later
Last Modified: 1/23/2017
Did you know? 54% of American workers say they have less than $25,000 saved for retirement. The biggest regret people have when they retire is that they didn't save enough. Do something today that your future self will thank you for. . . . (Full story)

Make sure to avoid tax problems on 403(b) contribution limits
Last Modified: 11/17/2016
The end of 2016 is closing sure to watch your 403(b) contribution limits... . . . (Full story)

Are you leaving money on the table?
Last Modified: 11/14/2016
If your employer (or your spouse’s employer) offers a match in your 403(b) or 401(k) plan, take it. It’s free money. Learn why you shouldn't miss out on this benefit. . . . (Full story)

Plan like a vampire
Last Modified: 10/31/2016
Take a lesson from these eternal creatures and plan for the long term. You aren’t just saving for the day you retire, your savings need to last for many years beyond. We can help you get started or review your current financial plan. . . . (Full story)

Frankenstein’s investment style
Last Modified: 10/26/2016
Overlooking the personality flaws, Frankenstein—or the creation of Frankenstein—can help to illustrate the important investment concept of diversification. . . . (Full story)

Ghost accounts can haunt your future
Last Modified: 10/25/2016
Do you have retirement accounts from previous jobs floating out there like ghosts from the past? Forgotten accounts can take on a life of their own. Learn how to head off any scary surprises. . . . (Full story)

Spending early may actually be financially beneficial. Go figure!
Last Modified: 9/19/2016
Our article, Are you retirement ready?, provides an overview of our Retirement Income Analysis (RIA) financial planning option for Wisconsin public school employees who are within 10 years of retirement. When you participate in an RIA, we also get you thinking about things that may not have occurred to you or that may seem surprising. Here is one example that you may not have considered. . . . (Full story)

Are you retirement ready?
Last Modified: 9/15/2016
If you’re within 10 years of retirement, you may be wondering: Can I really retire? How do I plan my budget and preserve my assets when I’m no longer working? Fortunately, Member Benefits can help you answer those questions and much more with a comprehensive Retirement Income Analysis. P.S. Don't miss our quick testimonial video! . . . (Full story)

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