Here at Harris Wealth Management, we have helped many teachers through the retirement process. Ed is very familiar with the options and details of the Pennsylvania Public School Employees Retirement System.
Let us review your options and assist you in making the right choices for your needs. We can also assist you in rolling over your lump sum distribution and use it to generate additional monthly income should you need it.
Ed’s experience as a CPA can also help you in critical estate and tax planning decisions that have to be made at the time of your retirement. We also offer access to long-term care insurance, life insurance, income tax analysis and general investment.