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