Is Roth Right for You?

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

You have three options for making contributions to your defined contribution account in the United Methodist Personal Investment Plan (UMPIP) or Horizon 401(k) Plan.

Consider which is right for you.

Speak to the Professionals

Find an appropriate tax diversification strategy through a one-on-one, confidential, professional Roth contributions modeling consultation at no cost from EY Financial Planning Services.* Then stay on the line to receive a full financial evaluation and report that assesses your investment mix, debt management, budgeting 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 for articles and calculators on a wide range of financial topics.

* 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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