Skip to main content Skip to footer How will you replace the WRS benefits you will lose in retirement? Have you considered how you will generate a tax-efficient, reliable retirement income stream? Our team has decades of experience helping professionals transition from WRS-based employees to a financially stable retirement.
Our team is conveniently located across three offices in Madison, WI and serves state employees throughout the state of Wisconsin.
Having a customized approach to investment during both the working years and retirement is essential for Wisconsin State Employees. The benefits package is complex and requires coordination to maximize the impact for your financial plan. Our team has extensive experience in helping state and UW employees smoothly transition into retirement.
Walkner Condon specializes in retirement planning for state of Wisconsin and UW employees, including professors, physicians and administrative workers across state agencies and universities. Our team helps you make sense of your options to create a clear retirement plan.
The team at Walkner Condon provides a strategic and thoughtful approach to your retirement plan as a WRS employee. It considers a variety of factors to maximize the benefits with your state retirement plan.
The WRS pension system requires five years of service to qualify for pension benefits. If you end up with less than five years of service, you have the option to roll your contributions out of the plan.
Yes, WRS pension benefits are taxed as ordinary income once benefits are initiated.
The amount of an employee’s monthly benefit is determined by a number of factors including years of service, the amounts of the three highest earning years, investment performance, etc. The WRS offers a calculator to estimate the monthly retirement benefit. You can calculate your WRS estimates here.
The correct retirement age is dependent on many factors. Generally, the earliest age for starting benefits is 55, however, some employment categories may allow benefits as early as 50. That said, it is important for each employee within the state system to determine the optimal age for their specific retirement. We can help guide you through this process.
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