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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.

Thank you for your question.

If your question is selected, you will receive an e-mail with a link to the answer on the CTAinvest.org site. Please note that submitted questions will be edited to eliminate the names of specific vendors or products.

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?
 

Popular Categories

  • 403(b)/457 costs and surrender fees
  • Mutual fund investing
  • Social Security
  • 403(b)/457 loans/withdrawals
  • IRAs
  • Savings and debt
  • Purchasing service credit
  • See All FAQs
 

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.

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