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Elderly couple enjoying retirement outdoors

Retirement Planning

Traditions Wealth Advisors gold and maroon star icon

We provide specialized retirement and estate planning guidance tailored to the unique benefits and retirement options available to Texas A&M University employees.

Elderly Couple Outdoors

Our Expertise:

  • Benefits

  • Estate planning

  • Risk

  • Retirement planning options specific to Texas A&M

Elderly Couple Chatting

Options Specific to 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.

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