Case Studies
Building Guaranteed Income to Protect His Lifestyle
Building Guaranteed Income to Protect His Lifestyle
The Challenge
Robert, a LACERA member...
What to Do With a 403(b) After Leaving a District
What to Do With a 403(b) After Leaving a District
The Challenge
Sarah worked in LAUSD for...
Eliminating Hidden Fees and Saving His Retirement
Eliminating Hidden Fees and Saving His Retirement
The Challenge
Daniel, a CalPERS member ...
Understanding a Lifetime Benefit at Last
Understanding a Lifetime Benefit at Last
The Challenge
Marie, a 52-year-old CalSTRS teach...