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LLNL Employees

At Insight Wealth Strategies, we have worked very closely with lab employees since 2004 and are intimately familiar with the unique challenges lab employees face. We offer personalized guidance to help you navigate your LLNL retiree benefits, ensuring you make the most of your hard-earned resources. Our approach is rooted in transparency, giving you a clear understanding of your options and helping you plan confidently for the future. With our extensive experience, we provide the insights and support you need to secure a financially sound retirement, tailored specifically to your needs as an LLNL employee.

Being a lab employee, you might have the following questions:

  • I still have UC accounts. Are there better strategies than keeping my money there?
  • I chose TCP2, should I take the annuity or lump sum?
  • Should I be double dipping? What are the pros and cons of double dipping?
  • How should I structure my investment portfolio when balancing assets in LLNS 401(k), my UC retirement plans, and any other investment accounts?
  • Should I consolidate my UC retirement assets?
  • Am I on the right path to retirement?
  • I have a CAP account, what should I do with it?

Why Choose Insight?

  • We specialize in working with lab employees and retirees. Currently we have hundreds of lab employees as clients.
  • Back in 2007, we helped over 200 lab employees understand the differences between TCP1 and TCP2 and then helped them figure out what best fit their situation.
  • We also assisted lab employees in 2013 in regards to VSP.
  • We help our lab clients figure out what to do about their UCRP money.
  • We help them understand their options for their UC retirement assets.
  • We give our clients a better understanding of their overall financial picture.
  • We offer:

Frequently Asked Questions

  • At Insight Wealth Strategies, we offer a comprehensive range of retirement services tailored specifically for LLNL employees and retirees. Our expertise includes understanding the nuances of Lawrence Livermore National Security (LLNL) retiree benefits, ensuring you maximize your retirement benefits. Whether you’re an LLNL employee nearing retirement or already a retiree, we’re here to guide you through the complexities of retirement planning, ensuring you’re on the right path to a secure future. Our goal is to make sure you feel confident and prepared for the future. And if you’re looking for expert advice, our Bay Area financial advisors and San Ramon financial advisors are ready to assist

  • Determining whether you’re on the right path to retirement involves a thorough review of your current financial status and retirement goals. Our financial planners specialize in working with LLNL employees, focusing on key aspects like eligible employees’ benefits and retirement benefits. We analyze your health plan, coverage options, and other retirement benefits to ensure you’re making the most of what’s available. Through regular reviews and adjustments, we help you stay on track, providing clarity and confidence in your retirement journey.

  • The difference between TCP2 Annuity and Lump Sum primarily lies in how your retirement benefits are distributed. The TCP2 Annuity offers a steady stream of income for LLNL retirees, ensuring a predictable flow of funds throughout your retirement years. On the other hand, the Lump Sum option provides you with the entire value of your retirement benefits at once, giving you flexibility in how you manage those funds. Choosing between these options depends on your personal financial situation and retirement goals. Our team is experienced in guiding LLNL employees through this decision-making process, ensuring you understand the implications of each choice on your long-term financial well-being.
Get answers to these questions by speaking with one of our Financial Advisors.

To learn more about Insight Wealth Strategies, call us at (800) 318-7848, email us at [email protected] or Request More Information.




    Insight Wealth Strategies, LLC is not affiliated with Lawrence Livermore National Laboratory

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