Learn about TRS and Pension basics,
To increase income available to you in retirement while reducing your annual taxes!
As an employee of a School System, you are qualified to participate in a 403(b) Plan. The 403(b) Plan gives you the opportunity to create additional retirement savings to complement your Teachers’ Pension for retirement – tax deferred!.
Don’t let WEP or GPO surprise you! The ‘Windfall Elimination Provision’ (WEP) and Government Pension Offset (GPO), are two rules that can impact your Teachers’ Pension.
Most people find these rules confusing OR they overlook them, altogether. This can result in a big negative impact on your Teachers’ Pension lifetime retirement benefit. We can help you understand both rules and help you prepare for retirement with those rules in mind.
Contact us for a FREE one on one virtual appointment with a representative to answer any questions regarding your state pension system, 403(b) options, and Social Security (if applicable).
For a FREE one on one virtual appointment with a representative to answer questions regarding your state pension system, 403(b) options, and Social Security (if applicable), fill out the form to the right. Even if you are years away from retirement! Please include a good date and time along with a phone number. We look forward to helping you!
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