Enjoy these videos from our YouTube channel.
Are you familiar with the TRS Lump Sum options? Do you know when they become available to you? What is Rule of 90? Staying informed gives you the upper hand when deciding what options to choose at retirement. No matter where you are in your career, understanding your TRS options will help you plan for a better retirement. In this video I break down everything you need to know about Lump Sum options and how they work.
Do you know your TRS Options at Retirement? Did you know that Option 2 is the 50% Joint Survivor option and allows you to name one child as a beneficiary? Follow along in this video as I break down and highlight how the Option 2 works and how it differs from Options 1 and 5.
Are you a female teacher married to a male the same age or older? If so, this video is for you. In this video I go over the Standard Annuity Option versus Option 1, and how I educate my teachers about maximizing their pension. There is a simple way to maximize the amount of money you make in retirement from TRS while still protecting your spouse if you were to pass before them. Find out more in this video.
When it comes to helping teachers understand their TRS teacher retirement and knowing all about the different pension options... My mom is why I do what I do. I am so grateful we were able to get this interview so that you can get to know her better as she shares about her experience as a teacher.
Do you know your TRS Options at Retirement? Did you know that Option 3 & 4 allows multiple beneficiaries? They are also period certain payment options.
Follow along as I give back to the hardworking teachers at River Oaks Elementary School. I’ve partnered and volunteered at field days, science fair judging and much more for many years. They were one of my first schools to take part in our attendance bingo events. I am thankful for all the teachers at River Oak and appreciate all the hard work they do! As always, we got this! I have attached the thumbnails as well. Please let me know if there is anything else you need!
Do you know your TRS Options at Retirement? Did you know that the Standard Annuity Option is the choice that puts the most money back into the pocket of a retired teacher? Follow along in this video as I break down and highlight how the Standard Annuity Option works.
Do you know what makes TRS Retirement Options 1 & 5 different from the other options? Both allow you to name a child as a beneficiary, as long as they pass the adjusted age test. In this video I discuss the difference between the two options and the math behind the adjusted age test.
Ever wondered about the daily cost of a nursing home in central Texas? Well…it’s actually pretty steep. Long Term Care needs are more common than you might realize, and let’s face it, handling the expenses without planning can be tough.
Check out this video where I’ll break down the standard annuity option. It’s an easy way to figure out what your monthly and yearly benefits will be. Trust me, it’s simpler than you think! Let’s dive in and get those numbers sorted….remember, we got this!