Retirement & Estate Planning for Texas A&M University employees

Traditions Wealth Advisors is a team of professionals who have an expertise in benefits, estate planning, risk, and the following retirement planning options specific to Texas A&M:

• Optional Retirement Plan (ORP)
• Tax Deferred Account (TDA) Retirement Plan (possibly as a ROTH)
• Section 457 Deferred Compensation Retirement Plan that can be utilized to maximize tax savings at TAMU or a Texas public school through Charles Schwab.