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Financial Fitness Blog

$aving is a family thing

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N'Kenza WhitlowYour teen can start contributing to our Roth IRA as long as they have a job. See what just $20 a month could do to secure your child’s future.

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Your family—including your spouse, children, parents, and parents-in-law—may participate in the WEAC IRA program.*

Enroll online:  

Call us: 1-800-279-4030

The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company.

*To be eligible for this program, you must meet the IRS eligibility requirements for contributing to an IRA. Wisconsin residency required.

N’Kenza Whitlow, Retirement Savings Consultant

You can stick with us

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Steve SchofieldDid you know that you can stay insured with us even after you leave your school job or retire? That includes any of our property and casualty insurance products: auto, home, condo/renters, umbrella, and flood. Also, children of currently insured members may qualify for our insurance if they start a policy before turning 25 or within six months of leaving their parents’ policy if they are over 25 years old.

Give us a call at 1-800-279-4010 to learn more or ask questions.

Retirement, too!

Your Member Benefits’ 403(b) and IRA accounts can remain with us whether you retire, change districts, or change professions. And if you continue participating in one of those programs, you are also eligible for our financial planning services or insurance programs (as long as you meet program requirements).

For more information on our retirement programs, call 1-800-279-4030.

Steve Schofield, Personal Insurance Consultant

Eligibility and underwriting requirements apply. This is for informational purposes only and is not intended to constitute legal, financial, or tax advice. Certain recommendations or guidelines may not be appropriate for everyone. Consult your personal advisor or attorney for advice specific to your unique circumstances before taking action. Property and casualty insurance programs are underwritten by WEA Property & Casualty Insurance Company. The terms and conditions of your coverage are exclusively controlled by your written policy. Please refer to your policy for details. Certain policy exclusions and limitations may apply. 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. All investment advisory services are offered through WEA Financial Advisors, Inc.

Important retirement information for IRA participants

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Jay LukasIf you have an IRA with Member Benefits, expect a letter from us to remind you to name your beneficiaries if you haven’t already. It’s also important to review your beneficiaries from time to time, especially when your circumstances change. Remember: The beneficiaries on your retirement account supercede what you may have in your will.

For more information on beneficiaries, read our brochure "Choosing Beneficiaries for Your Retirement Account."

Jay Lukas, Assistant RIS Consultant

The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company.