Timothy Sumer

Check out Jeremy’s latest podcast on the Wisconsin Retirement System by listening on “Apple Podcasts” or “Google Podcasts” or read below for 4 Ways To Maximize Your Pension in the Wisconsin Retirement System. #84 – Pension plans often contribute heavily to your retirement income. If you’re living in Wisconsin, you might have heard of The Wisconsin Retirement System (WRS), the 9th largest public pension fund in the U.S. Today, we’ll talk about how you can maximize your pension with the WRS! Although the numbers discussed mostly pertain to Wisconsin, the strategies can be applicable to your retirement, even if you’re living outside of Wisconsin or part of a private pension system. In this episode, Jeremy Keil speaks with Dennis Eisenberg of Eisenberg & Associates, who is a Wisconsin pension consultant. Dennis explains what the WRS is all about and the different benefits it offers retirees. Dennis discusses: - How to tackle the risk of “outliving” your retirement savi...

Do you wish to have more control over what your individual retirement account (IRA) invests in? If yes, then consider starting a self-directed IRA (SDIRA). Self-directed IRAs also broaden your investment options by allowing you to invest in several alternative asset classes! In this episode, Jeremy Keil speaks with Mindy Gayer, Southeast Region Business Development Manager at The Entrust Group. Mindy debunks the common misconceptions around self-directed IRAs and explains everything you need to know before starting your SDIRA account. Mindy discusses: - Three crucial things to keep in mind about SDIRA transactions - Different ways to fund your SDIRA and diversify your retirement portfolio - Major responsibilities of an SDIRA owner - How to use your SDIRA to achieve your ideal retirement and support your beneficiaries - And more To learn more about self-directed IRAs, check out the resources below! If you have any questions, feel free to contact us or connect with our ...