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Retirement


  • CTA Invest Website $$$ CTA INVEST WEBSITECTA's CTAInvest website is full of information about retirement, 403(b) and 457 plans, investments, CalSTRS, and more.  Just go to www.cta.org, click on "Member Benefits," and go to "CTAInvest website."
    Posted Jan 25, 2012, 5:46 PM by Rori Abernethy
  • Will you have enough money to retire? CTA has introduced new resources at CTAinvest.org to help you make informed decisions regarding your 403(b) or 457 plan, among them four new videos. Spend just a few minutes on each topic and you'll be well on your way to a better understanding of your voluntary retirement contribution options:    Finding a Trustworthy Financial AdvisorYou may want to enlist a professional to help you manage your 403(b) or 457 plan investments. Here are tips to find a good one.     The Truth about Variable AnnuitiesVariable annuities can be complicated and often expensive. Watch this video to learn more about how they work and what they cost.     The Impact of Fees on Your 403(b) or 457 ...
    Posted Sep 5, 2011, 7:33 PM by Rori Abernethy
  • Mosher Financial Workshop Wednesday, February 23, 2011 Surviving in Difficult TimesMosher Financial Group is conducting a series of financial workshops,helping OEA members retire well. Mosher Financial is an OEA preferred provider, assisting thousands of Oakland teachers with financial and retirement planning services since 1981.Wednesday, February 23rd, 2011CalSTRS WorkshopCalSTRS Formula and OptionsDefined Benefit vs. Defined Contribution PlansDBS Account. and other CalSTRS changes for 2011Inflation Protection - Pension MaximizationTo RSVP, or for more information:Call (415) 255-9177 or (510) 272-4426 or email info@mosherfinancial.comWorkshops are held at theOakland Education Association Center272 East 12th Street, Oakland, CA 94606Visit www.mosherfinancial.com to learn more about us,and to find out about these and other events ...
    Posted Feb 22, 2011, 8:45 PM by Rori Abernethy
  • February 22nd, 2011: ALCOSTA Retirement Workshop
    Posted Feb 22, 2011, 8:41 PM by Rori Abernethy
  • What OUSD Employees Need to Know About SRP What OUSD Employees Need to Know About the Voluntary Supplemental Retirement Plan (SRP)  Offered by PARS (Not PERS) in 2011   By Ben Visnick OEA Rep/Oakland High Past President/OEA* January 10, 2011   Dear OEA Members and Classified Colleagues,   Since many of you have asked for critical input about this PARS plan, I am providing my opinion in an unofficial capacity which does not necessarily reflect that of the union.* Please consult a financial planner and/or your tax preparer/accountant for more advice.   Introduction   As a 58 year-old teacher who began as a substitute in the OUSD in 1977 and who became contracted in 1982, I have experience with other early retirement incentives that have been negotiated by ...
    Posted Jan 26, 2011, 7:55 PM by Rori Abernethy
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