Workers and their employers need to not only understand the financial impact of the WEP on a worker, but also possibly the impact on a worker’s spouse.
The good news is that the WEP effect is not as severe as the rumor mill makes it out to be, and there are potential ways to reduce the financial impact.
Mike is the owner of Integrity Financial Planning. Prior to Integrity, he worked over two years as a faculty member at the College for Financial Planning in Denver, training other financial advisors. Mike has extensive experience in the mutual fund industry, having worked 10 years with Fidelity Investments and Invesco Mutual Funds. He has an MBA in Finance from Baylor University, and he is a Certified Financial Planner™. Mike is also Certified Retirement Counselor® (CRC®).
He and his wife Nancy live in Salt Lake City; when not working on retirement issues, you’ll likely find Mike on his mountain bike somewhere in the Wasatch mountains.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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