Retirement Planning

Are you thinking about retiring in the next 12 months? Please review the following items as this new stage of your life requires thoughtful planning.

Planning for Retirement

Retirement is a major event in most people’s lives. It ushers them from the obligations of the workplace to the self-direction of retired living. As…

Applying for Retirement

After years of working, you are finally ready to retire! You have followed KCERA’s suggested timeline to help you plan for this day:

Retirement Options

A few weeks after you terminate employment, you will be asked to sign “final papers.” This is when you will officially elect one of five retirement…

First Benefit Payment

When your retirement date has passed, you will be officially retired! In order to issue your first monthly benefit payment, KCERA must wait a few…

Divorce

California is a community property state, which means that you and your ex-spouse may have a “community property interest” in the assets earned by the…

Educational Videos

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