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Teachers

Educators spend countless hours grading papers, creating lesson plans, and mentoring children.

Educators spend countless hours grading papers, creating lesson plans, and mentoring children.

They often put others before themselves and as a result they sometimes overlook taking action for their own financial future. Your pension will not be enough in retirement, and most districts allow you to save for retirement in a 403(b), 401(a) or 457 plan. We work with teachers in many districts throughout the United States with the following:

  • Tax efficient retirement strategies
  • Pension forecasting
  • Social Security (if applicable) and how it works for teachers
  • Purchasing former service years
  • Discussing health insurance premiums in retirement

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