Oregon Public Retirement

Podcast de Daniel Ryan

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From pension planning under PERS & FPDR, to health care planning under PERS Health Insurance we are going to be teaching the ins and outs of financial planning unique to Oregon's heroes. Our goal is to educate you on the many benefits available and unique to a public servant in Oregon so that you can take action today to better your financial picture. We will be diving deep into topics regarding your pension options, coordinating out of state pensions, Social Security, Medicare, Union Contract retirement benefits, investment planning, tax planning strategies and much more.

Todos los episodios

34 episodios

Oregon PERS: Individual Account Program (IAP)

Since 2004 all active members have been contributing into an account called the IAP. Changes have occurred with your investment options, contributions and more. Learn the details you need to take action!

26 de oct de 2024 - 13 min

Oregon PERS: Data Verification

If you have the wrong hire date or creditable years of service recorded with PERS, you may benefit from conducting a Data Verification and/or Account Reconciliation.

26 de oct de 2024 - 7 min

Oregon PERS: Variable Account

Tier 1 and Tier 2 members may have a portion of their pension account invested in stocks that can potentially make your pension amount change. Learn more to see if this the right plan for your strategy, or learn how to get out of the variable account.

26 de oct de 2024 - 9 min

Oregon PERS: Working in Retirement Rules

PERS now allows members to work unlimited amounts for PERS employers, while collecting your pension. Learn more about how to 'work the bubble' and double dipping to turbo charge your retirement plan.

26 de oct de 2024 - 17 min

Oregon PERS: OPSRP-How to Calculate Your Pension

The Oregon Public Service Retirement Plan (OPSRP) in Oregon PERS have one calculation method called Full Formula. While it is a simple calculation there are several factors and strategies we will walk you through in this episode!

26 de oct de 2024 - 9 min

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