Retirement Planning

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Steve Shorr Insurance
Retirement Planning

T S A


Video Steve Shorr, President,
CPCU, REBC, RHU

Established   1981


Retirement Planning
401 K
Annuities
Educational IRA
FAQ's
IRA
Seniors
S E P
T S A
Calculators
Site Map
 

 


   

Teacher's Retirement Plans  
Tax Sheltered Annuities  Internal Revenue Code §403 (b)
IRS Publication   571

Request an Annuity Proposal  Learn about Annuities

Can a disabled Teacher qualify for Medicare before age 65?

STRS Disability Guide
As a CalSTRS Defined Benefit Program member, you may qualify for long-term disability benefits if you have a medical condition that will prevent you from working for at least a year. (calstrs.com)


Social Security pays benefits to people who cannot work because they have a medical condition that is expected to last at least one year or result in death.
(ssa.gov)

STRS Member Handbook
Your CalSTRS retirement benefit or Medicare benefit will not be reduced because of these provisions in Social Security law.  Page 29 (calstrs.com)

Here's the form to complete to appoint me as your Advocate with the Social Security Administration (ssa.gov)


Disability Starter Kit ssa.gov

if you've been getting Social Security disability benefits for 24 months ... you'll qualify for Medicare.
(Citation)

STRS - doesn't pay into Social Security (calstrs.com calstrs.com)


STRS pays Medicare Premiums - Part A (calstrs.com)

 

How does Divorce affect the STRS Retirement Plan?

Normally, the Teacher would only get their pension, not the spouses Social Security since the pension is higher.  That may change.  Click here to learn about Pending Legislation HR 4391

STRS Member Publications

Divorce Information

Pleading on JoinderFL 370 1/1/2003

Notice & Motion for Joinder FL 371 1/1/2003

Request for Joinder of Employee Benefit Plan Order FL-372* 1/1/2003

FL-373*1/1/2003Responsive Declaration to Motion for Joinder and Consent Order of Joinder

 FL-662*1/1/2003Responsive Declaration to Motion for Joinder of Other Parent—Consent Order of Joinder (Governmental)

FL-375* 1/1/2003 Summons (Joinder)

If you ever worked for a company or put money into a plan, but do not remember where it is, etc. try these ideas to locate your missing retirement funds.


 

401 K Annuities Educational IRA FAQ's IRA Seniors S E P T S A Calculators Site Map

   

Send us an email
Steve@SteveShorr.com
Phone 310.519.1335



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