Teacher Retirement Plans
Educators and public employees have a unique set of retirement income options available to them. When attempting to diversify and optimize your retirement portfolio, it can be difficult to research all of the options to find the best solution for you.
At Legacy Wealth Solutions, we will make sure your teacher retirement plan sets you up for the success you deserve. Educators and public employees have a unique set of retirement income options available to them.
At Legacy Wealth Solutions, we will make sure your teacher retirement plan sets you up for the success you deserve. Educators and public employees have a unique set of retirement income options available to them.
Teacher Pension Plans
Most teachers are automatically enrolled in a pension plan when they begin employment. This is generally a good thing.
However, just because you are enrolled in a plan when you begin working does not mean you will meet the necessary requirements when you reach retirement and may need to withdraw a monthly salary from your pension account to live on. |
403(b) Planning
403(b) plans are similar to 401(k) plans on the surface, however 403(b) plans are actually tax sheltered annuities, meaning that the funds in a 403(b) plan are not taxed until they are withdrawn.
When selecting a plan upon being hired, your employer will likely present you with multiple plan options. Retirement Planning
As educators and public employees, you deserve to retire with comfort. Whether you need help understanding your 403(b) plan, navigating the realities of your pension plan, understanding social security benefits (or lack thereof), or anything else, we are here to help.
With Legacy Wealth Solutions, we will provide you with a personalized analysis of your plans and advise you on the best ways to invest for your retirement. |
Free Benefit Analysis Report... Seriously!
We provide FREE no-obligation benefits planning reviews provided by one of our local federal benefits advisors. In addition to the FREE benefits planning reviews, you will also receive an Employee Benefits Analysis Report.
These personalized and exclusive reports will help federal employees from all branches and departments navigate through the complicated waters of understanding their benefits options before and at retirement. |