Your TPMG Retirement Plan: Using the Mega Backdoor Roth Option
Utilizing the Mega Backdoor Roth feature within your TPMG (The Permanente Medical Group) Retirement Plan 3 can be a strategic move to bolster your retirement savings. The Mega Back Door…
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6 Reasons Why You Should Discuss Your Will and Estate Plan with Loved Ones
Part 2 of a 2-part Estate Planning Series While reviewing and updating your will every 3-5 years is essential for ensuring that your document accurately reflects your intentions (see previous…
Why it’s Important to Update Your Will and Estate Plan Every 3-5 Years
Part 1 of a 2-part Estate Planning Series A will is a fundamental component of a comprehensive estate plan that’s critical in ensuring your assets are distributed according to your…
Fidelity’s BrokerageLink®: Expanding Your Investment Opportunities and Personalized Account Management
Fidelity’s BrokerageLink® is an innovative investment option designed for select retirement plans, including 401(k) plans. Functioning as a self-directed brokerage account within your employer-sponsored retirement plan, BrokerageLink® provides you with…
Is Retirement at 65 Still Relevant? A Modern Guide to Making the Right Choice
Are you on the brink of retirement, but feeling unsure about whether you’re truly prepared, both financially and mentally? The world of retirement has shifted from the traditional retirement age…
Planning for the Future: Understanding The Permanente Medical Group (TPMG) Physician/Employee Retirement Plan Options
As a physician or employee of The Permanente Medical Group (TPMG) in Northern California, you likely have access to several retirement plan benefits to help you save for your future….
Lessons Learned: My Three Years of (Un)Retirement—A Chance to Reinvent Yourself
I just passed my 3-year mark of what we like to call (Un)Retirement. It’s about no longer having that big job and now you have the time to freestyle and…
4 Essential Steps to Take if You’re Thinking of Retiring Next Year
Retirement is a significant change in anyone’s life, especially when you transition from being a saver to a spender. But before you start planning your retirement party, there are some…
Key Savings and Tax Benefits of a Health Savings Account (HSA)
A Health Savings Account (HSA) is a type of savings account designed to help individuals and families save money on their health expenses and reduce their future tax bill. To…
