Videos
What is a Trust
Learn the key differences between a trust and a will, discover how to avoid probate, and get answers to your most pressing questions. Whether you're a recent retiree or planning for the future, this is essential information you can't afford to miss.
Retiring with Two Pension
Learn how your guaranteed income streams interact with Social Security and how strategic tax planning, including Roth conversions, could potentially save you money in retirement.
Introduction
Start with this video to find out more about the Wisconsin Retirement Council and how we can help you and your family.
- Learn how to build your financial home
- Learn which tax bucket is right for you
- Learn how to maximize your State Pension
- Learn about the '5 Lives' of retirement
Discovery
You already have interest in having a pension and retirement review. Learn about what to expect during the Discovery process.
Pension + Spouse 401k
We'll break down how guaranteed pension income, Social Security, and a large traditional 401(k) can impact your future tax burden. We'll also tackle a critical question: Does a Roth conversion make sense for you?
Wisconsin Retirement Council
Have Enough Life Insurance?
Calculate your life insurance need. You can also run quotes on our website. Fast and efficient.
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