Lifetraxx

Lifetraxx is Williams & Company’s financial analysis tool, created exclusively for the school employee.  Lifetraxx is designed to assist you in answering the questions that are important issues facing each school employee regarding their retirement planning.

Some of the questions you have could be…

•Should I consider early retirement?
•Should I buy years of service?
•How much income will I need during retirement?
•Am I currently saving enough?
•When do I take distributions from my accounts?
•What will the impact be of early distributions from my account?
•Are there health insurance options at retirement?
•Which retirement option should I choose?
•Should I take the equated option?
•Is long term care coverage right for me?
•How much income will my surviving spouse need?
•Do I have life insurance needs?
•What age should I apply for Social Security?

To start getting the answers to these questions, and more, simply click the button at the left to begin your Lifetraxx analysis and retirement planning. Once Williams & Company receives this information, an advisor from our office can contact you to review your analysis and answer your questions.

We can:

•Review your MPSERS options
•Project your retirement income needs
•Review current asset allocation
•Assist with your short and long term goals.
We will update your information on a regular basis, to help you stay on track to your retirement goals.