Your UC and LLNS retirement plans have limited investment choices, so to make sure you’re getting the most of your portfolio, you might want to look into an IRA. Like many other retirement accounts, an IRA allows the money to continue to grow tax-deferred, but unlike your UC and LLNS retirement plans, most IRAs allow people to invest their money in a much wider variety of investment options.
Because we work with many lab employees and retirees, We’re very knowledgeable about the UCRP, UC’s retirement accounts, the options available with TCP2, plus other issues specific to lab employees (in addition to the investment, retirement and estate planning issues everybody faces). In fact, chances are you may know one of our lab clients and you can ask them how working with an advisor has helped them.
We’d also be happy to sit down with you to review your current situation, answer any financial questions you have, examine issues specific to you (such as an in-depth retirement plan or a monthly pension vs. lump sum analysis) and discuss a strategy for your retirement/investments.
Please contact us at (800) 318-7848 with specific questions or to schedule a time to meet in either our San Ramon or Livermore office (about a mile from the lab).
Insight Wealth Strategies, LLC is not affiliated with Lawrence Livermore National Laboratory