CORONA VIRUS IMPACT

NEW PROCEDURES FOR RETIRING

Different forms are now submitted differently than before Covid 19. Some forms are mailed, some are emailed and some are uploaded.  We can help you get it right.

VIRTUAL CONSULTATIONS

You will need a computer and a 3-in-1 printer (COPY-SCAN-FAX)

Please have available: stapler, highlighter, post-its, paper clips 

OVER 73 YEARS OLD THIS YEAR?

Please do not forget to withdraw your RMD from ALL tax-sheltered accounts. Avoid severe IRS penalties. Please contact us for any help you may need.

IMPORTANT INFORMATION FOR YOUR HEIRS

We have had a lot of experience assisting heirs with the paperwork required upon the demise of a member.  Please take the time to introduce your beneficiaries to us. Be sure they have our contact information.

TRS DOCUMENTS

The TRS website is replacing paper forms with online access for many transactions.  Please establish a user name and password to secure access to these documents.

MEDICARE

If you or your spouse is or will be 65 or older when you retire, that person must enroll in MEDICARE PART B 60-90 days BEFORE your retirement date.  This is to be effective on the first of the month in which you are to retire.  Details to be covered during your consult.

TERMINAL LEAVE APPLICATION DEADLINE

If you are planning to take terminal leave in September, your application must be submitted  BEFORE June first.  

For all other dates, there must be 30 day prior submission for UFT and 90 days for CSA.

IRMAA

If you are paying a Medicare B surcharge, you can recoup this fee.