Improve Your Financial Situation with EY Guidance

This article was originally published in the April 2017 issue of Hark!

Whether you’re finishing up your taxes now or have completed them, you may have questions about the process or changes you can make to improve your financial situation.

Wespath offers you the opportunity to receive one-on-one, confidential, professional guidance at no cost* from EY Financial Planning Services—a leading financial services firm specially-trained to handle questions from Wespath participants.

EY can provide tax planning ideas, such as:

  • Adjusting your withholding could bolster your paycheck or save you from tax penalties
  • The Saver’s Credit could make your retirement contributions an even better value
  • Roth contributions are an appropriate tax diversification strategy for you
  • Consolidating retirement accounts with past employers into UMPIP could help streamline account management

Call EY today to evaluate your entire financial picture, including your investment mix, debt management, budget and more! Financial professionals are available business days from 8:00 a.m.–7:00 p.m., Central time at 1-800-360-2539. Or visit the EY Financial Planning Center website at wespath.eyfpc.com to make an appointment or access financial articles and calculators.

 

* EY Financial Planning Services are available to active participants and surviving spouses with account balances, and to retired and terminated participants with account balances of at least $10,000. Costs for these services are included in Wespath’s operating expenses that are paid for by the funds.

 

 
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