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Retirement From Our School Districts

Because many of our clients work in the local school systems, we work closely with the school districts to ensure that we have a comprehensive understanding of CO PERA and supplemental benefit packages. We can help you:

  • Understand the differences between the 401k, 403b, 457, and Roth IRA plans.
  • Design a financial plan that will keep you on track to achieve your financial goals.
  • Explain the retirement process in our local districts. If you are transferring from another state, we can help you decide if it is in your best interest to transfer your benefits from your former district.
  • Discuss your transition year and the various CO PERA pension distribution options.  When you begin preparing for retirement, we will examine your current and future expenses to pick the plan that is right for you.

Retirement from our local school districts can be confusing.  Let the professionals at Goodwin Financial help you navigate the process and find a solution that works best for you.

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