Teacher Retirement

Retirement for Educators

TRS Pension

TRS Pension

We specialize in the TRS Pension for educators. During a consultation, we can help you calculate when you can retire, your estimated benefits in retirement, and what options are presented to you based off of your years of service and TRS tier. We can help faciliate buying service credits for out of state pensions or military service, and we can also determine any offsets that would apply to your Social Security benefits if you have reached your 40 quarters. If you have not yet already, you will want to create an account on the MyTRS website to verify your years of service and what tier you fall under. Click the link below to be taken directly to the website.

403(B) Employer Plans

403(B) Employer Plans

Are you new to your district and want to enroll in retirement benefits? Did you have an old 401(k) or 403(b) from your prior employer and need help rolling it into the plan? Do you need to save money on taxes through a payroll deduction? We can help. Matt and I work with over 100 districts in the state of Texas to faciliate the 403(b) plans through each employer. During an appointment, we can go over your specific options availble in your employer's plan and help you determine which investment is most suitable for your time horizon and goals.