From the advisors at Collegiate Capital Management, Inc. The UNC System and the state of North Carolina have embraced recent Roth-related changes to the IRS code. UNC System employees can now designate contributions to three supplemental retirement accounts (SRAs) as... Read More →
While your investment options are increasing with the new UNC System’s retirement plans, so is the standardization of how your investments could be managed. The options offered in Tier 1 are a set of mutual funds that managed solely based... Read More →
Building a strong portfolio of accounts requires that its constituent parts be integrated into a cohesive whole. For example, if you have a spouse or partner with accounts, you may wish to integrate these into a single household portfolio for... Read More →
You will be glad to know that even with the many alterations coming to the UNC System Retirement plans, the System will still offer most of the mutual funds currently found in your 403(b) and Optional Retirement Plans (ORP). However,... Read More →
Tier 4 of the new UNC System Retirement plan will provide you with access to thousands of new investment options. These additional options will be introduced through a brokerage trading platform. Brokerage has been available to 403(b) plan participants for... Read More →
July 1, 2014 will bring significant changes to retirement plans offered by the UNC System. New plan participants won’t be able to open accounts with VALIC or Lincoln Financial Group (LFG) as of that date. Available providers in the Optional... Read More →
Whether you're seeking a financial planner or just a second opinion, our advisers are here to help. Please complete the form below and one of our advisors will contact you to schedule a virtual consultation.