Retirement/Education Planning
Retirement and Education Planning
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- SIMPLE IRAs
- 401 (k) Plans
- 403(b)(7) Plans
- 403(b)(1) Plans
- Pension Plans
- Profit-Sharing Plans
- Keoghs
- Coverdell Education Savings Accounts
- College Savings Accounts
Retirement and education planning can be complex and overwhelming for many individuals. Your decisions about your finances today will have a lasting impact on your future. We will connect you with a financial professional that is experienced in understanding this and can help you navigate these challenges. We understand that every individual's needs are unique. We work closely with you to create a comprehensive retirement and education plan, considering your goals and situation.
Retirement planning can involve various vehicles, such as pensions, individual retirement accounts (IRAs), and employer-sponsored plans, such as 401(k)s. Deciding which type of retirement vehicle is right depends on various factors, including your current financial situation, investment timeline, and risk tolerance. For example, pensions offer a predictable income stream in retirement, while IRAs provide more flexibility and control over your investments.
In partnership with Security Benefit Group & The National Education Association, Pacific Way Wealth Management has been chosen as certified NEA Retirement Specialists.
With over 30 years of combined experience working with K-12 public educators, the team displays a vast knowledge of pension planning & 403b supplemental programs. Many educators seem overwhelmed when it comes to retirement planning. A meeting with us can help simplify this process.
Traditional retirement income sources for educators—such as state pensions and social security—were never designed to provide full income replacement. The NEA Retirement Program provides an easy, low-cost way to supplement your retirement income. And since you have full control of your NEA retirement account, you have the flexibility to manage investment options and withdrawals.
The NEA Retirement program & Security Benefit is not affiliated with nor endorsed by GWN. For more information, please visit www.securitybenefit.com or www.neamb.com
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