Ask the Advisor | California Teachers Association – Financial Tools for Educators

Ask the Advisor

Are you curious about investing, retirement planning or other financial issues? Post your question here. A team of financial experts will choose two questions every other week and post the answers. You can also view a list of frequently asked questions.

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Frequently Asked Questions

Can I switch within the Oppenheimer family or even other approved sources within LAUSD?
Can I transfer my TSA with a company not on my district's approved list to another TSA?
I am 36 and would like to start a 403(b) or 457 plan. I would like to put $200 a month into the plan that I choose
I pay into Social Security through one job and also pay into CalSTRS. How does that affect my retirement?
What percentage of my income should I save for retirement each year?

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Before submitting your question, please note that neither California Teachers Association, CTAinvest.org nor any of its affiliates and associates act as investment advisors or investment fiduciaries. We cannot recommend a specific investment, asset allocation or investment strategy for you. For advice specific to your personal situation, please consult a financial advisor. In addition, California Teachers Association, CTAinvest.org nor any of its affiliates and associates give tax advice. Consult a tax advisor or attorney about your situation.