Thinking about retiring?
Kades-Margolis is here to help you make informed decisions about your PSERS pension and your other investments as your retirement date nears.
At Kades-Margolis, we’ve helped tens of thousands of Pennsylvania educators, administrators and support personnel make good decisions about their Pension Plan and associated rollovers. This includes helping them to decide WHEN to retire and HOW to structure their future income.
We always recommend the same first step. Request a PSERS retirement estimate(s) by completing and submitting a PSERS Request for Retirement Estimate (PSRS-151). PSERS will prepare a retirement estimate for members who are retiring within the current school year. While you are waiting for that information, a Kades-Margolis financial advisor can help you make decisions about your PSERS benefits.
YES! I'd like to know more about my retirement and rollover options.
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