The Sheeter Group works exclusively with Credit Unions creating Executive Benefit Plans to recruit, retain and reward top-notch talent. We also design Expense-Offset Plans and specialized Director benefits.
These are our strengths:
- EDUCATION. Your decision-makers move forward with confidence when they are knowledgeable. Get informed in plain English.
- PLANS. Your Credit Union is unlike any other. We get it. We offer tailored plans, unique to your Credit Union.
- COMPLIANCE. We know what regulators want, today and ongoing. Their preferences can be a moving target and we keep you informed.
- SERVICE. Credit Unions leave other providers to come to us. We have never lost a client to a competitor.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why are 401(k) plans, annuities, and IRAs so popular?