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.
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.
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.
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!
Are you a teacher…married to a teacher? Have you thought about how that could shake up your TRS retirement plans? Follow along this video as I dive into a case study from early October, 2023.
Sick of dealing with robots every time you contact TRS? In this clip, we’ll reveal a simple hack that’ll help you bypass the automated system to SAVE yourself TIME, hassle, and frustration. So…give it a try.
In this video, I give you important dates and checklists that will help make your final year of teaching as stress-free as possible. Get ahead by planning ahead…you got this!
In this video, I break down both the 30 day and one-year loopholes that allow for you to go back to work while maintaining your eligibility to receive TRS retirement checks.