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Cash Flow Planning for Retirement: What Indiana Educators Need to Know

Posted by Tom Mellish, Executive Director, IRTA on Jun 23, 2016 1:21:03 PM

Retired educators cannot live on Social Security checks alone - at least not in the lifestyle you have become accustomed to, according to our recent webcast seminar.

Planning, says financial advisor Tia Lee, is critical for protecting quality of life in the years beyond the classroom.

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Topics: finance, Lifestyle

Pluses, Minuses of Roth IRA, 403(b)

Posted by Tom Mellish, Executive Director, IRTA on Apr 8, 2016 8:00:00 AM

Should I fund a Roth IRA or a 403(b) plan?

These are both great retirement planning options, but you may have reasons to choose one plan over the other. 

If you have enough disposable income, the answer is easy - fund both. If you are only able to afford one plan at this time, consider your options to help with your decision.

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Topics: finance

Rollover Changes Good for Gifting

Posted by Tom Mellish, Executive Director, IRTA on Jan 28, 2016 2:00:00 PM

Finally some good news to help save on your taxes.

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Topics: finance

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