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Use your IRA to help charity

Last Updated: 1/23/2017 10:24:54 AM

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.


Watch your mail for important retirement information

Last Updated: 1/19/2017 9:46:00 AM

Look for your 1099-R if you took a reportable distribution from your WEA TSA Trust 403(b) and or WEAC IRA account(s) during 2016. You should also have received information about reviewing your beneficiaries.


Smart Money Move #3: A budget is a beautiful thing

Last Updated: 1/16/2017 9:24:03 AM

Having a budget is a key component of any financial plan. It requires an investment of time up front and requires you to face the good and the bad of your financial situation. But the pay off and benefits are long lasting.


Your Story

You got this!

Published: 11/07/2016  

Molly Walsh AndersonNew Wisconsin public school teacher Molly Walsh Anderson shares four lessons that have helped her navigate new financial realities and responsibilities.

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