Retirement Countdown

Introduction: A Seasonable Approach to Retiring

The time has come!  After years of working in education, you're getting ready to retire. Perhaps your countdown to retirement has already begun, or maybe it's a decision you're considering. In either case, this video will help guide you through the retirement process.  You'll also learn what to expect from us in retirement.  The points we will cover include:

1. How to get the best information.
2. When to file your retirement application.
3. What to do when legislation that may impact you is pending.
4. When to make the decision on an option or life insurance for your beneficiary.
5. When to expect your first benefit payment.
6. The deadline for withdrawing your application or changing your retirement date.
7. When to file for Social Security benefits if you're eligible.

Whether your retirement is imminent or further ahead, start the process early!  The earlier you plan, the more you can enjoy your last months on the job.  For the purpose of this video, we'll assume it's the beginning of your last school year, and that you're planning a July 1st retirement.  If you follow the outline we are about to present, you'll know that you are on the right path for retirement.

Continue to Fall.