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Saving for your future: Why saving early and often is important - Milwaukee

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MTEA Building

Executive Conference Room

5130 West Vliet Street

Madison, WI 53208

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Most Wisconsin public school employees can expect their retirement income to come from three sources: WRS (the Wisconsin Retirement System pension), Social Security, and personal savings. Even though your pension benefit provides an excellent head start, today’s employees need to consider personal savings to fill their retirement savings gap.

Here’s what we will cover in this not-to-be missed session:

  • Why you need more than WRS and Social Security
  • The importance of personal savings
  • The difference between a 403(b) and an IRA
  • Pretax versus Roth options
  • Investment choices
  • Contribution limits
  • Fees
  • Easy steps to start saving for your future

Whether you are just beginning your career or are nearing the end of it, there is something for you. Join us for this crash course and get a better idea of how your pension and personal savings work to fill your retirement savings gap.

Snacks will be provided.

Seminars are free to attend; however, if you choose to invest in the WEA Tax Sheltered Annuity or WEAC IRA program, fees will apply. Consider all expenses before investing.

The 403(b) retirement program is offered by the WEA TSA Trust. TSA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA. The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company.

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Date and Time

Location

MTEA Building

Executive Conference Room

5130 West Vliet Street

Madison, WI 53208

View Map

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