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Teachers nearing retirement should review TRS pensions, Social Security benefits, 403(b) accounts, healthcare costs, and retirement income strategies before summer ends. Learn key retirement planning considerations for educators preparing for retirement and how proactive financial planning can help create long-term confidence and flexibility.

Retired teachers have long faced reduced Social Security benefits due to outdated rules. Thanks to the new Social Security Fairness Act, those limits are gone. Now, educators may qualify for full spousal or survivor benefits, retroactive payments, and greater financial security in retirement.