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Virtual Appointments Now Available


 

 Welcome CSA UFT DOE & TRS â€‹Members to my website!

 

 A) There are new procedures to file for retirement at TRS:

       You may file online or in person until July2, 2025

1) In person filing will end as of July 2, 2025. Go to TRS web site for more info.

2) To file on-line: go to the TRS website and look for the e-forms banner and follow directions.  Notarization of forms will                                      not be required because of the enhanced sign in procedure to the TRS website

 B) Required Minimum Distributions are pushed back from 70 1/2 to 73, there is a proposal to move the age to 75.   

       (This change can increase your TDA significantly by the time you are ready for your first RMD.)


Some information about me:                                              

I am a participating pension consultant with the CSA and I have been trained by TRS for all Pension Tiers. I have been providing pension evaluations to teachers, administrators and managers in the DOE since 2001.

I have worked with the CSA holding meetings and workshops at conferences and work sites explaining the NYC/TRS/DOE pension system.

I will review your salary and supplemental funds insuring the correct contributions are being made for you so you will get

a maximum pension from TRS.

I am a fiduciary. I sell nothing. I help you navigate the NYC retirement process.

What we will do:

We will discuss the appropriate time for you to retire to maximize your pension.

We will review Performance Bonuses, School Size Bonuses and Per-session and their effect on the calculation of your final average salary and it's effect on your pension.

We will review your TDA & Deferred Compensation investment choices to maximize their potential growth.

You will be shown the difference between your salary and your FAS, final average salary, and how it can increase your pension. This will include the 55/25 retirement plan if necessary.

We will evaluate working after retirement, the rules of post retirement employment and its possible effect on your pension.,

My Promise:

I am committed to building a relationship with you based on honesty, service and accurate results. I use the best research and information available to me so I can provide you with an outstanding pension evaluation.

This means my advice to you is completely confidential and based on what's best for you, Period. I know that is the only arrangement that's fair to you.

If it is time for your pension consultation, e-mail me and I'll be happy to help.

I specialize in the following:

NYC Agencies

  • DOE Department of Ed:
                        Pedagogical Managers, Supts., Deputy Supts., Directors
  • CSA: Principals, APs, Supervisors, EA's, Social Workers
  • UFT: Teachers, Guidance Counselors, Secretaries

Planning

  • Maximizing TRS Retirement
  • Performance bonuses, School size bonuses, Principal in Charge & Per Session,
  • TDA & 457 plan investment choices
  • Beneficiaries protect your pension
  • Protecting your pension
  • Continuing health coverage
  • Pension Options

 Investments

  • QPP, TDA, Deferred Compensation Plans
  • Evaluation of ASF & ITHP or ASF & MCAF accounts
  • Review of Passport Funds
  • Excess funds and rollovers

TRS/DOE

  • Available health plans
  • Retiree Welfare Fund benefits, CSA,UFT
  • Management Benefit Fund
  • Final Entitlement
  • Terminal leave/pay
  • All forms required for retirement
  • Retro lump sum payment calculations

 At LandauConsultant@AOL.Com, I would be delighted to help you achieve your retirement financial goals .

Please e mail me for a consultation appointment!

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