Financial Planning

Celebrating a Personal Investment Account anniversary

DATE | 08/26/19
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It's hard to believe that over one year ago we opened our first Personal Investment Account.

For years, you had been asking for a way to invest and/or keep your required minimum distributions at WEA Member Benefits—so we provided the Personal Investment Account (PIA) option. The PIA lets you invest your nonretirement money without using a cash account such as savings, checking, or certificates of deposit.

If you have a windfall of cash, an inheritance, proceeds from the sale of a property, required minimum distributions, or extra income you won’t need within the next five years or longer, a personal investment account might be for you. There are also tax benefits to these types of investments.

To learn more, give us a call 1-800-279-4030, or visit weabenefits.com/pia.