WSPERS/WSSERS: PRE-RETIREMENT WORKSHOP

Watch a full Interview with Kevin Cook!

WSTRS: PRE-RETIREMENT WORKSHOP

If you are married, when you retire from a City, County or State job that has a Washington State Teachers Retirement Systems (WSTRS) retirement plan, Washington State Public Employees Retirement Systems (WSPERS) retirement plan or a Washington State School Employees Retirement Plan (WSSERS);

Or if you are married, when you retire from a City, County or State job that has a Public Employee Retirement from the State of Idaho (PERSI) retirement plan;

you have one of the biggest financial decisions you’ll ever make….

      What is the best method of providing a survivor benefit for your spouse?

         (Most married retirees take reduced survivor options to protect their spouse.)

Consider the Problems with that choice:

• Choosing the wrong option can cost you tens of thousands of dollars.
• Choosing a reduced option drastically reduces your post retirement COLA.
• Choosing the wrong option can disinherit your children or estate.
• Choosing a reduced benefit is a lifetime cost for the retiree with no equity or cash balance.
• You get no discount for this enormous cost for good health, non-smoker, or age.

Is there a better plan for you?

Watch our most recent WSTRS Workshop Replay!

Watch our most recent WSPERS/WSSERS Workshop Replay!

Watch our most recent PERSI Workshop Replay!