Some things are just out of our control, like pension reform. But, other things are completely in our control, like planning for retirement. Since pension reform has been given a reprieve, maybe it’s time to figure out how to maximize your future PSERS retirement benefits. It takes time to determine what option to choose and how to structure the lump sum with other investments (i.e. 403(b)’s), if you are going to make smart retirement decisions. Income tax management, estate planning, insurance planning are all additional areas that teachers may want to evaluate before submitting a retirement application. We are here to provide these services as fiduciaries in a fee-only environment. Come check us out – there is no time like the present!
Pension reform is dead. Now use the time to plan!
by Addis & Hill | Nov 2, 2016
Categories: Lesson Plans
2016 Pension Plan Limitations The Internal Revenue Service today announced cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related it...
What do you think the market is going to do? The number one question we are fielding these days is “What do you think the market is going to do?” It’s natural this is on the top of our clie...