Retirement Counseling Opportunities Available

RETIREMENT CONSULTING - Winter 2015 through Spring 2016

TO:        Higher Ed Members seeking consulting about MSERS retirement or the OPR>MSERS Section 60 option

FROM:  Ed McCourt, MTA Retirement Consultant – Higher Ed

RE:          Availability of winter/spring 2016 individual retirement consulting sessions in Quincy and Worcester

Why sign up for a retirement consulting session?

To secure answers to questions about retirement as they relate to the member’s specific situation.  For example:

- Given my age and my service, when is the best time for me to retire?

- I’m a member of the ORP, does the Section-60 option for transfer into the MSERS make sense for me?

- Why take option “C” instead of Option “A” or “B”?

- How will my Social Security benefit be affected by my State retirement?

- Where will I stand with health insurance in retirement?  Will I be put into Medicare?

- As I move toward retirement, what, if any options, exists for me to enhance my retirement benefit?

Most members leave retirement consulting sessions with a better sense of how to approach retirement].



What winter/spring 2016 opportunities exist for an individual retirement session?

Appointments for Higher Ed members are offered at the new MTA Headquarters (in North Quincy at 2 Heritage Drive and less than ½-mile from the MBTA N. Quincy Red Line station.  They are also offered at MCCC Headquarters in Worcester at 27 Mechanic Street.  The schedule is as follows:

Kindly send your appointment request to me at emccourt.mccc@gmail.com.  Responses should include your full name, your institution, an email address, a best phone contact and three possible appointment times.  Please note, if you are able to come at any time on a specific date (session), let me know as it may improve the likelihood of your being scheduled.    I recommend that, if possible, you copy and paste the table form immediately below, paste it into your reply email, complete it and send it back to me.  This will insure that you provide me with what I need to process your request.

 

As appointments are likely to fill-up quickly, you are urged to respond immediately.  If able to confirm one of your choices, I will reply with a confirmation.  If unable to confirm a date/time, I will place you on a wait-list and notify you in the event of a cancellation.  

 

Thanks,

Ed McCourt



Edward G McCourt

MTA Retirement Consultant – Higher Ed

781-325-2553 – emccourt.mccc@gmail.com