IRA Basics

In this short video, you’ll learn more about IRAs including, what is an IRA?, contribution options and key differences, annual contribution limits, the MERS IRA option and how to enroll, and get answers to some frequently asked questions.

Investment Basics & Supplemental Savings Options (IRA, 457, HCSP)

Depending on your financial goals in retirement, it may be necessary for you and your spouse to consider supplemental retirement plan options. In this session, we’ll explore your retirement savings choices to help you add security to your retirement plan. Another important component to financial security is ensuring your investments are allocated correctly to help you reach your retirement goals. We’ll walk through some investment basics and provide tips to help you evaluate your current investment line-up.