Preparing for Retirement

Preparing for Retirement

This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decision’s employees make as they approach retirement. The session covers:

• The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), Social Security, and personal savings.
• The various annuity options available from the Wisconsin Retirement System.
• Retirement timeline (including eligibility dates and requirements for WRS withdrawals, health insurance, etc.
• Personal savings withdrawal issues and tax implications.
• Common roadblocks to successful retirement planning.
• A pre-retirement checklist of important things to consider.
• Tools and solutions to help employees reach their retirement goals.

Please join us on Thursday, December 18 from 5-6:30pm at the MTEA Building.  This session will be held on the main level.  Registration is required, please click here.