Washington State Retirement Planning

The focus of this episode is on understanding the Plan 3 retirement system for Washington state employees. The podcast sheds light on the two parts of Plan 3: the Defined Benefit Plan and the Defined Contribution, with particular emphasis on their operation and future expectations. The discussion also covers contribution rates, the full benefit age, and potential downsides of the plan. Lastly, the...

In this episode of the Washington State Retirement Planning podcast, host Ethan Meikle breaks down the Plan 2 pension for Washington state employees in the TRS and PERS systems. He discusses in detail how the pension system works, including how to calculate the benefit formula, vesting requirements, and the age at which pension benefits can be accessed. He explains that Plan Two provides a 2% incr...

Welcome to episode 1 of the Washington State Retirement Planning Podcast. In this episode, we share our background, the story of why we decided to start this podcast, and our own firm. We also share our ultimate goal of helping Washington state employees retire early and reduce their lifetime tax bill by promoting education on your unique benefits. ⁠⁠Free Washington Retirement Planning Community⁠⁠...