EP 20 - WA DRS - Plan 2 Vs Plan 3 (TRS, SERS, PERS) скачать в хорошем качестве

EP 20 - WA DRS - Plan 2 Vs Plan 3 (TRS, SERS, PERS)

Join Our Free Exclusive Community for Washington State Employees: https://www.skool.com/washington-weal... In this episode, we break down Plan 2 vs. Plan 3 in Washington State's DRS retirement systems (TRS, SERS, and PERS). Which plan makes more sense for your future? We’ll cover the guaranteed income of Plan 2, the flexibility of Plan 3’s defined contribution portion, and why factors like indexing, liquidity, and early retirement matter. We also compare real-world scenarios: how much you’d need saved in Plan 3 to match Plan 2’s income and what happens if you stop working early. Plus, we address common misconceptions and comments about these plans, giving you clarity on your retirement options. Whether you’re new to the system or reevaluating your choices, this podcast will help you make an informed decision for long-term financial security. 0:00 - Introduction 2:02 - Plan 2 vs Plan 3 Overview 8:21 - Addressing Comments 24:53 - Final Thoughts If you want to take your planning even further, join our free retirement community for exclusive insights and resources (link down below). Make the most of your retirement options today! 🚀 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🙋🏽♀️ Need help? Schedule A Meeting : https://calendly.com/scenicfinancial ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🎯Get TRS 3, PERS 3 & DCP Investment Advice Here: 💥💥 https://scenicfinancial.net/scenic-pl... The Only Place To Receive Ongoing, Personalized Investment Advice, So You Can Confidently Invest In Your TRS 3, PERS 3 & DCP Retirement Plans! ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📚Free E-Book Downloads: 7 Money Murdering Mistakes Washington Teachers Make: https://scenicfinancial.net/7-mistake... 5 Ways To Avoid Running Out Of Money Without Risking A Dime: https://scenicfinancial.net/5-ways ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✉ Join our weekly e-newsletter (Free Gift After Joining): https://scenicfinancial.net/email/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ❓ Have a question or topic you'd like us to cover in the future? Let us know! You will remain 100% Anonymous so ask away 😁 https://scenicfinancial.net/submit-a-... ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🕸️VISIT OUR WEBSITE: https://scenicfinancial.com/ 👨🏫 Washington TRS & PERS Retirement Planning Database https://www.watrspers.com/ ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔴 SUBSCRIBE to not miss out on future updates - http://bit.ly/Scenicfinancial ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US ON SOCIAL MEDIA: Facebook ➡️   / scenicfinancial   LinkedIn ➡️   / ethanmeikle   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ DISCLAIMER **Advisory Services offered through Intirety, LLC a registered investment adviser. Intirety LLC and Scenic Financial are not associated with the Washington State Department of Retirement in any way. Scenic Financial makes content available as a service to its clients and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. 🕸️