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Frequently Asked Questions


When can I retire?

Your tier determines what rule you fall under. This is one of the first things Clint covers in the initial meeting. 

How long does the first meeting typically last?

30-45 minutes.

Do you charge a fee to meet?

No.

Will you meet in person?

The short answer is, yes. We understand how important these conversations are to completely understand TRS. First meetings are typically done through Zoom. They don’t involve much heavy lifting and are truly just conversational to get to know each other. Feel free to ask if you want Clint to come to you for a face-to-face meeting. He has and will travel all over the state if he is asked to.

What do you need from me before a meeting?

The following items help Clint to gain an idea of where you are in your career:

  • Paystub

  • TRS Statement

  • 403(b) / 457 Account Statement

  • Life & Disability Insurance Information

  • Social Security Statement

These can all be uploaded securely through this link

How do I get my old 403(b) / 457 accounts into one place?

Consolidating your old accounts from your past districts is a fairly easy process that involves rolling the money to a traditional IRA. This avoids taxes and penalties. Paperwork, persistence and patience are the key ingredients to get the move made smoothly. We have done hundreds of these over the years and our back office handles the majority of the work.

What if I just have one TRS question?

That’s okay with us! Clint promised his mom he was going to help teachers understand TRS. You do not have to become a "client" to receive help or advice. 

What if I don’t hit my magic number?

If you leave teaching before your full retirement age, you have a few options for your money that was paid into the TRS system. 


Have an Additional Question?

Let’s Talk About It