(281) 973-9290

map-marker
19506 Highway 59 N, Suite 315 Humble, TX 77338

Educator Retirement Workshop

Live Financial Planning Events

Session 1: Beginning The Retirement Process

Chapters

3:02 – Legal Disclosures

3:42 - Requirements 
for Retirement

6:30 – Service Credits

10:10 – Where Do I Begin?

11:59 – Starting the Retirement Process

18:33 – Conclusion

Supporting Documents


Request For Estimate
 Of Retirement Benefits

Session 2: Completing The Retirement Forms (P.1)

Chapters

1:28 – Legal Disclosures

2:09 – Retirement Packet Arrival

3:47 – Understanding the Retirement Estimate

7:16 – Annuity Options

20:49 – Conclusion

Supporting Documents


Service Retirement Estimate
Application for Service Retirement (page 1)
Application for Service Retirement (page 2)
Application for Service Retirement (page 3)

Session 3: Completing The Retirement Forms(P.2)

Chapters

1:28 – Legal Disclosures

2:07 – Discussion Points

2:28 - Post Retirement Work

5:50 – Investment        Strategies

9:52 – 3 Little Banks

14:02 – Social Security

20:53 - Conclusions

Supporting Documents


Partial Lump-Sum Option (PLSO) Election
Federal Income Tax Withholding (page 1)
Federal Income Tax Withholding (page 2)

Direct Deposit Request
Notice of Final Deposit before Retirement and School Official Certification of Salaries

Session 4.1: Insurance Coverage For Non-Medicare Retirees

Session 4.2: Insurance Coverage For Medicare Retirees

Session 5: Important Post Retirement Considerations

Chapters

1:28 – Legal Disclosures

2:07 – Discussion Points

2:28 - Post Retirement Work

5:50 – Investment        Strategies

9:52 – 3 Little Banks

14:02 – Social Security

20:53 - Conclusions

Documents


Government Pension Offset
Windfall Elimination Provision
Finance Speaks Kyle Sadler YouTube Channel

Kyle's New Book "The Retirement Shift"

The Retirement Shift: From Work Life to the Work Optional Lifestyle is designed to help future and current retirees plan for their most successful post-work lives. This book explores topics such as determining retirement age, choices for investment portfolios, and health care coverage concerns, all with simple language and real-life analogies.
15% Off Coupon Code: Use Precept15 (Ends 12/30/2020)
Retirement Shift Front Cover
I'm Retired Financial Book

Purchase Kyle's Best-Selling Book

Presenting 99 fresh ideas to keep you active and engaged, "I’m Retired… Now What?" is more than just a list of things to do. Written by a financial advisor who has worked with retirees for more than sixteen years, this guide helps you see your continued value and recognize the importance of living this new phase well.

Contact Us

Precept Wealth Management
19506 Highway 59 N, Suite 315
Humble, TX 77338


Office: (281) 973-9290
Fax: (281) 973-9602
Email: info@preceptwm.com

Legal

Registered Representative, Securities offered through Securities America Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC in TEXAS, CALIFORNIA, and LOUISIANA. 
Investment Advisor Representative,
Securities America Investment Research Advisors, Inc., a Registered Investment Advisor, Securities America and Precept Wealth Management are not affiliated.
http://brokercheck.finra.org/

This site is published for the residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact businesses and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Follow  Us

Copyright (c) 2019 by Precept Wealth Inc.

Design by The Platform Shop
phone linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram