Echelon Financial Pre-Retirement Guide

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PRE-RETIREMENT GUIDE

Teacher Retirement System (TRS) The Challenge You want to choose the TRS option that is the best fit for your financial situation. You’ve spoken to TRS, but they can’t give you advice.

Why It’s Important TRS is an excellent pension plan, and it is financially sound. The customer service representatives are well trained and helpful in explaining your benefits to you. However, they are not allowed to give advice. This is the first time you have made this type of decision, and you want to make sure you get it right. After all, once you start collecting TRS, your decision is irreversible.

Recommendation If you have a question about which TRS option is the best option for you, that’s where we can help. We can discuss your financial situation and create a retirement income plan so that you have the facts you need to make an informed decision.

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