The
key to a successful retirement from PERS is
staying focused on
your
needs. You’ve done that by completing our
PERS Help
Worksheet.
You should now have a clear understanding of
what your expenses are.
Let’s work on the income portion now. The amount
of savings you have accumulated at PERS and
other sources such as a 403b, 457 or TSA are
important. However, the timing of when and how
much income to take is more important when we
consider your age, Social Security and other
factors such as taxes.
Please don’t be in a hurry to rush through this
process. We’ve heard from too many people who
chose the wrong option and later wish they had
taken their time and made an informed decision.
Step Two:
PERS Payment Options
Step Two is to understand the nuances of each of
the thirteen payment options available from
PERS. Although some options seem similar, it is
essential that you understand the ramifications
of each one. Take your time and read each one
carefully.
»» Step
Three:
Choose an Option ««
