Category: Article

Converting a traditional Individual Retirement Account (IRA) to a Roth IRA can be an effective wealth management strategy to protect your retirement savings from future tax increases. There are several reasons why you might opt for a Roth conversion. Converting a traditional IRA to a Roth IRA enables you to enjoy tax-free withdrawals during retirement,… Continue reading The Benefits Of Converting A Traditional IRA To A Roth IRA

The Two Most Important Decisions You’ll Make As A Teacher In Oregon As a teacher in Oregon, the two most significant decisions you will ever make regarding your retirement are: What option am I going to choose for my State pension? What or how am I going to draw my social security? Take Your Retirement… Continue reading The Two Most Important Decisions You’ll Make As A Teacher In Oregon

Oregon Teachers Retiring Need To Know This… Your Life’s Savings As a teacher/educator, the school district has saved 6% of your salary into the Oregon Public Employees Retirement System for you, and has matched it or more depending on the school district. When getting ready to retire, you must decide whether to keep the hundreds… Continue reading Oregon Teachers Retiring Need To Know This…

The Reasons Teachers May Want To Consider Early Retirement Because Of COVID COVID-19 has turned the world into a different place, one where people work from home and wear masks when they go to the store. Educators and teachers will potentially have more exposure to the virus than most other professions, causing them to rethink… Continue reading The Reasons Teachers May Want To Consider Early Retirement Because Of COVID