At Elite Wealth Strategies we work with many staff and faculty members from Arizona State University to help them understand and maximize the generous retirement package available to them. Over the years we have learned the ins and outs of the retirement plan and can guide you in choosing investments and strategies that fit your goals. We provide comprehensive financial planning services to our clients and pride ourselves on forming lifelong relationships so we can be a resource today and in the future. Wherever the road may take you, rest assured the Elite Wealth Strategies team is here to make sure you take the right path and get to your destination.
Arizona State University Plan Highlights:
Arizona State Retirement System (ASRS) - The base retirement plan for ASU employees. The combined employee and employer contributions range from 11.34% - 12.03% and cover both retirement and long term disability.
Optional Retirement Plan (ORP) - The optional retirement plan for ASU employees, providing a 1 for 1 match on the first 7% of employee contributions, contributions are made pre-tax and taxes are paid when funds are withdrawn
Voluntary 403(b) - A supplemental retirement plan funded by employee contributions, contributions are made pre-tax and taxes are paid when funds are withdrawn, there are no early withdraw penalties for withdraws before the age of 59 1/2
Voluntary 457 - A supplemental retirement plan funded by employee contributions, contributions are made pre-tax and taxes are paid when funds are withdrawn, there are no early withdraw penalties for withdraws before the age of 59 1/2
Arizona State University Plan Highlights:
Arizona State Retirement System (ASRS) - The base retirement plan for ASU employees. The combined employee and employer contributions range from 11.34% - 12.03% and cover both retirement and long term disability.
Optional Retirement Plan (ORP) - The optional retirement plan for ASU employees, providing a 1 for 1 match on the first 7% of employee contributions, contributions are made pre-tax and taxes are paid when funds are withdrawn
Voluntary 403(b) - A supplemental retirement plan funded by employee contributions, contributions are made pre-tax and taxes are paid when funds are withdrawn, there are no early withdraw penalties for withdraws before the age of 59 1/2
Voluntary 457 - A supplemental retirement plan funded by employee contributions, contributions are made pre-tax and taxes are paid when funds are withdrawn, there are no early withdraw penalties for withdraws before the age of 59 1/2