Retirement Articles

Learn more about retirement topics.

Retirement FAQ
Last Modified: 1/7/2019
Every year, we get thousands of calls to our Retirement and Investment Services Department. While we talk with members about a number of retirement savings topics, there are some questions that our financial planners often hear that we think will be of interest to you. . . . (Full story)

Wondering what to do with your required minimum distribution?
Last Modified: 12/13/2018
If you find that you don’t currently need to use your required minimum distribution from a Traditional IRA, SIMPLE IRA, or SEP IRA and are wondering what to do with it, consider placing all or some of it into a Personal Investment Account (PIA) with Member Benefits. . . . (Full story)

Enhancements to yourMONEY
Last Modified: 12/6/2018
Next time you log in to yourMONEY online retirement account, you will notice some changes have been made that we hope you will find even more helpful for managing your account. . . . (Full story)

No more recharacterization of IRA conversions
Last Modified: 11/19/2018
Prior to 2018, individuals were allowed to recharacterize IRA conversions and employer retirement account taxable rollovers into a Roth IRA. As of 2019, that will not be the case. . . . (Full story)

WRS contribution rates down slightly for 2019
Last Modified: 11/5/2018
The Wisconsin Retirement System (WRS) contribution rate will decrease slightly as of January 1. Generally, the adjustment will not have a significant impact on your take home pay. However, the rate reduction is an opportunity to increase your contributions in other retirement savings accounts, such as an IRA or 403(b). . . . (Full story)

Setting your own course to a secure retirement
Last Modified: 8/7/2018
You can’t know everything that will happen in your life—but anticipating and planning for the challenges increases the chance of achieving your retirement goals. . . . (Full story)

Charting a course to a secure retirement: Member stories
Last Modified: 8/7/2018
Everyone’s life experiences are different. The stories these three Wisconsin educators share illustrate that point and may inspire you to take some positive steps now as you embark on your own financial voyage. . . . (Full story)

Charting a course to a secure retirement
Last Modified: 8/6/2018
Women have to navigate unique barriers in order to secure their retirement. While these barriers put many women at a financial disadvantage when it’s time to retire, there are steps they can take to help minimize or eliminate them. . . . (Full story)

A new fund, a name change, and an update
Last Modified: 7/23/2018
We regularly review our investment options to maintain the quality of our retirement savings program. Learn more about recent fund and portfolio changes. . . . (Full story)

Market Volatility Happens
Last Modified: 7/6/2018
History clearly illustrates that the market will drop some days, sometimes for weeks or months...and the market will go up some days, sometimes for weeks or months. That’s how it works. Accept the predictable unpredictableness of the market. . . . (Full story)

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