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Washington school district retirement process TRS PERS SERS

School District Retirement Process in Washington: 7 Steps for TRS, PERS, and SERS

Retiring from a WA school district? These 7 steps cover your financial plan, benefit estimate, retirement dates, health care, Social Security, and savings.

Plan 3 early retirement withdrawal order for WA DRS

Plan 3 Early Retirement: The Right Order to Tap Your Money (WA DRS)

Why drawing from your Plan 3 bucket before touching your pension or Social Security is the smartest sequence for a WA DRS TRS, PERS, or…

Plan 2 early retirement facts for WA DRS TRS SERS PERS

5 Plan 2 Early Retirement Facts Every WA DRS Member Should Know

Pension penalties, why you should never cash out Plan 2 contributions, PEBB eligibility, and the smartest way to use sick leave and VEBA for healthcare.

Paying for healthcare in early retirement - COBRA vs PEBB

How to Pay for Healthcare in Early Retirement: WA DRS TRS, PERS & SERS

COBRA, PEBB, and private market options for funding healthcare before Medicare, plus how Plan 2 vs Plan 3 changes your PEBB eligibility timeline.

Retiring early from WA DRS pension - penalties and timeline

Retiring Early from WA DRS: Pension Penalties, Social Security, and Health Coverage

How to weigh your WA DRS pension penalty, Social Security timing, and the health insurance gap before retiring early from TRS, PERS, or SERS.

Washington State employee retirement steps

How to Retire From Washington State: 6 Steps From State Employee to Retiree

A simple 6-step guide for Washington State employees: build your plan, file your pension, set up PEBB medical, and decide on Social Security before retiring.

Washington Estate Planning: Avoid Probate & Reduce Taxes for Your Heirs

Void probate & reduce estate taxes in Washington! Learn how to pass down wealth efficiently, update beneficiaries, and protect your legacy.

Washington Estate Planning: Avoid Probate & Reduce Taxes for Your Heirs

Void probate & reduce estate taxes in Washington! Learn how to pass down wealth efficiently, update beneficiaries, and protect your legacy.

Retiring Before 65? Your Health Insurance Options Explained – Washington State

Confused about retirement health insurance? Learn how PEBB, Medicare, and private plans impact Washington State employees before and after age 65!

The Hidden Cost Of Delaying Retirement

Discover how delaying retirement impacts finances and planning for WA TRS and PERS benefits. Make informed retirement decisions today.

Free Washington State Retirement Planning Community

Join our free community and gain exclusive access to expert financial insights & personalized tools tailored for Washington State employees. Whether you’re just starting out or nearing retirement, our community offers the resources you need to confidently plan your financial future. Connect with like-minded individuals, ask questions, and stay informed about the latest strategies to maximize your retirement benefits. Start your journey today and take control of your financial goals—it’s completely free!

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TRS 3 & DCP Investment Advice System

Washington teachers, if you’re feeling overwhelmed by your retirement investments, say goodbye to your anxiety with the TRS 3 Investment Advice System! The TRS 3 Investment Advice Service is a personalized resource that helps you manage your retirement investments with ease.

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Working with a Financial Advisor Who Specializes in TRS & PERS Benefits is Different

Retirement doesn’t have to be stressful for Washington state employees. Schedule a meeting with us to start planning today and experience the freedom and security of a well-planned retirement.

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Life Events

Free Washington State Retirement Planning Community

TRS 3 & DCP Investment Advice System

Working with a Financial Advisor Who Specializes in TRS & PERS Benefits is Different

Learn More

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