The Right Questions Lead to the Right Answers
One of our experienced advisors will help you answer these critical retirement questions, tailored for K-12 educators, college, and university staff.
What is your "Retirement Number"?
Do you know exactly how much monthly income you need to maintain your current lifestyle after you stop working?
How will inflation affect your purchasing power?
A fixed pension may seem adequate today, but what will its value be in 20 or 30 years? Inflation is the invisible thief of retirement.
Are your beneficiaries up to date?
When was the last time you reviewed who is named on your accounts? Life changes, and your plans should reflect that.
What are the tax implications of your withdrawals?
Understanding the difference between pre-tax and post-tax accounts can save you thousands in retirement.
Are you maximizing your 403(b) or 457 plan?
Are you contributing enough? Are you in high-fee funds? We help K-12 and higher ed employees optimize these plans.
How does your pension interact with Social Security?
Do you understand WEP and GPO? These can significantly reduce your Social Security benefits if not planned for.
When is the best time for you to retire?
Should you retire at 55, 62, or 65? We run multiple scenarios based on your specific pension rules and benefits.
What about retiree health insurance?
Will your district or university cover any portion? How will you bridge the gap until Medicare?
Still Have Questions?
One of our experienced advisors will walk through all of these with you for free.
Schedule Your Complimentary Review