Transition to Retirement

As your retirement goals fall within reach, with five or fewer years remaining of your full-time career, many critical financial decisions come into play. You've worked a lifetime to build your life savings, and essential planning and education is necessary to transition these dollars into income that keeps up with your lifestyle. Between pension and Social Security decisions along with rising taxes, inflations, and increasing longevity, it takes a comprehensive and specialized approach to prepare for the journey ahead.

To avoid expensive missteps, now is the time to gain clarity and guidance with your KPERS program, irrevocable pension payout options, Social Security and 403(b) investment allocations. Through our educational services at Ameritime, and hands-on personal recommendations available through our sister company, Compass Financial Resources, LLC, we are here to help every step of the way to and through retirement.

To continue learning about your educator plans, tips, tools and legislation updates, we invite you to attend a workshop or schedule an individual consultation for a pension analysis and personal guidance for your retirement needs.