Wealth Management

Learn how The Professor Retirement System helps professors navigate pensions, 403(b)s, 457(b)s, Social Security, and university benefits to maximize retirement income, reduce taxes, and retire with clarity and peace of mind.

Approaching retirement? Discover 5 smart moves to prepare within five years. From tracking expenses to Social Security strategies, get clear steps for financial freedom.

Tax strategy isn’t about chasing loopholes or gaming the system. It’s about thoughtful planning, consistent action, and understanding how each financial decision today impacts your future income.With a bit of planning and the right support, you can keep more of your hard-earned money—and feel more confident about your retirement. 

Make the most of your benefits this summer. Learn how Idaho faculty and staff at ISU, BSU, and U of I can review coverage, adjust HSA or FSA plans, and plan ahead.

Wondering whether to invest in an IRA or 401(k) after age 55? This guide breaks it down simply—so you can grow retirement savings, lower taxes, and retire confidently.

Learn how one professor's retirement plan fell short using whole life insurance, IULs, and annuities. Discover better investment options with real numbers and smart advice.

Uncertain about retiring? Learn how history, risk management, and smart strategies can help you retire with confidence.

Inheriting a modest estate? Learn how to handle assets like homes, savings, and retirement accounts, manage taxes, and make smart decisions for your financial future.

A pension isn’t always enough. See how one professor avoided a retirement shortfall with smart financial planning.

Academic careers don’t guarantee retirement security. Discover how to plan, save, and build long-term wealth here.

Retirement planning for Idaho university employees made simple. Discover key steps to boost savings, optimize Social Security, and secure healthcare for a smooth transition into retirement.

Planning your retirement nest egg is essential for financial security. Let Intermountain Wealth Management assist you in crafting a personalized strategy to meet your goals and navigate key factors like health care, lifestyle, and income sources.

Explore the financial journey of Adam C., a professor with scattered, underperforming retirement accounts. Learn how professional advice helped him consolidate his savings, optimize contributions, and craft a strategy to meet his retirement goals in this insightful real-life story.

Learn how to effectively plan for retirement by understanding your monthly expenses, assets, and withdrawal rates. Learn strategies for extending your retirement funds and how professional financial advice can enhance your retirement readiness.

Discover the importance of asset allocation in building a resilient investment portfolio. Learn how to balance risk and reward through diversification and achieve your financial goals with Intermountain Wealth Management.

Learn about diversifying your retirement portfolio with rental properties can provide steady income, potential appreciation, and tax benefits while mitigating risk. Learn the advantages of real estate investment in building a secure retirement strategy.

While $1 million was once seen as a benchmark for retirement, it may not be enough in today's economy. Learn why experts recommend saving more to account for inflation, rising healthcare costs, and increased life expectancy.

Navigating your Public Employee Retirement System of Idaho (PERSI) or Utah Retirement Systems (URS) account is crucial as you approach retirement. Explore the different withdrawal options and retirement benefit plans available to ensure a financially secure future.

Intermountain Wealth Management of Idaho Falls shares how to create a retirement plan, why it's vital, and the steps to get started.

Getting into investing can be a mix of excitement and uncertainty, especially when faced with the array of options available in the market. Learn more about which investment option is the best fit for you and your financial goals.

Learn more about required minimum distributions from Intermountain Wealth Management, registered investment advisors that put your best interests first located in Idaho Falls.

Unlock the essentials of your 401K with this comprehensive guide. Dive into its basics, benefits, and how it impacts your financial future. Perfect for beginners and those looking to optimize retirement savings.

Calculating retirement benefits can seem complex, but with a clear understanding of your retirement plan's components and formula, university professors can take charge of their financial future.

Contributing to a retirement account outside of work is a proactive step towards securing a financially stable future. Learn more about planning for your individual retirement with Intermountain Wealth Management.

Investing in a retirement account is like planting a garden. It takes time and effort, but the rewards are worth it in the long run. Learn more reasons for investing in a retirement account from Intermountain Wealth Management.

Real estate seems to be a “trendy” investment today, just like cryptocurrency. Influencers vlog themselves either building their dream homes or buying investment properties. Let's look at the popular reasons and some potential deep-rooted motives behind investing.

President Trump signed new legislation into law at the end of 2019 for the new Setting Every Community Up for Retirement Enhancement (Secure) Act, starting in 2020. Here is what it means if you have an IRA.