Oregon Public Retirement

Daniel Ryan
  • 0.0 (0)
  • INVESTING
  • UPDATED DAILY

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.

  1. 26/10/2024

    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!

    14 min

  2. 26/10/2024

    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.

    7 min

  3. 26/10/2024

    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.

    10 min

  4. 26/10/2024

    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.

    17 min

  5. 26/10/2024

    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!

    9 min

  6. 26/10/2024

    Oregon PERS: Tier 2-How to Calculate Your Pension

    Tier 2 members in Oregon PERS have two separate calculations: Full Formula and Money Match. PERS will give you the best outcome after running all three equations.

    14 min

  7. 26/10/2024

    Oregon PERS: Tier 1-How to Calculate You Pension

    Tier 1 members in Oregon PERS have three separate calculations: Full Formula, Money Match and Formula Plus Annuity. PERS will give you the best outcome after running all three equations.

    16 min

  8. 25/10/2024

    Oregon PERS: Vesting

    To vest in Oregon PERS, you must wither work at least 600 hours per year for five years in a PERS-qualifying position or reach normal retirement age (65 for general service) and be working in a qualifying position. We discuss changing employers and much more!

    5 min
See All (34)

Trailer

About

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.

Information

  • Creator
    Daniel Ryan
  • Years Active
    2022 - 2024
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © Daniel Ryan
  • Show Website
    Oregon Public Retirement