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Retirement

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For Teachers

Will you be in a lower tax bracket when you are retired?

Which retirement option's survivor benefit runs out in 20 years or less?

Which products are sheltered from taxes, allows tax-free withdrawls at any age and passes tax free to heirs?

What amount of your pension plan is eligible to be rolled into an IRA at retirement?

What is a Stretch IRA used for?

If your social security benefit is $1,200 monthly and your spouses is $1,000 monthly, upon your death how much will your spouse continue to receive?

Medicare will pay ________ when a person is diagnosed with dementia?

Why should a teacher not contribute to a 403B / TSA?

Which of the following accounts will guarantee you an income for life, even if your account goes to zero?

What is the minimum age a teacher can retire at?

If you can't answer 7 of these questions - please read on!

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