We coach educators preparing for retirement how to get the most from their portfolio and state benefits and minimize tax.
We have coached hundreds of clients, particularly educators in New York State, on planning and transitioning into retirement. We have deep expertise in taxes and retirement planning, the New York State teachers retirement system, and how to relocate to another state after you retire.
If you are within five years of retirement, download our free report “The Five Things Every New York State Educator Needs to Know Before Retiring.”
If you are like most approaching retirement, you have specific questions on your mind:
- Do I have enough to retire?
- How much can they get from their state pension?
- Is my portfolio set up the right way for retirement?
- What’s the best way to take income from their different accounts?
- How do they reduce the taxes on that income?
Our process guides you through that. We even get on the phone with Albany to work out the best scenario for you and project (and prepare) your taxes.
Download your free report
5 things every NYS educator needs to know before retiring
Wait! Before you retire, there are five things you need to know to make sure you’re prepared properly.
Download your free report today to make sure you are ready.
