Links and Resources to Prepare for Retirement
Resources on CalSTRs
CalSTRs Form and Publication Request List - Order a variety of forms or informative publications from CalSTRS and have them sent to your address.
CalSTRs Member Benefit Education link - A series of videos to help members understand their CalSTRs benefits.
Educational Videos from CalSTRs
Information Specifically for Part-time Educators
Part-time Educator Publications
Understanding the Formula – CalSTRS 2% at 60
Understanding the Formula – CalSTRS 2% at 62
Resources on Social Security
Social Security, CalSTRS and You - This document explains two federal rules, the Windfall Elimination Provision and the Government Pension Offset, that affect your Social Security benefit.
More about the Windfall Elimination Provision
Windfall Elimination Provision What is this provision, and how might it impact your SS benefits?
Windfall Elimination Provision by Liz Hand
Windfall Elimination Provision and Government Pension Offset by Clearbrook Investment Management, LLC
What in the World is the Windfall Elimination Provision? by Pinnacle Personnel Services LLC
More about the Government Pension Offset
Government Pension Offset Learn more about this rule which affects your spousal, widow or widower Social Security benefits that are based on your spouse’s earnings.
Impact of Government Offsets on Social Security. Video By Mark Siner CFP
More Resources about Social Security
Retirement Ready Information from the Social Security Administration
Retirement Ready Fast Fact Sheet (SSA)
Teaching as Career - Achieving Work-Life Balance Through Financial Empowerment
Looking for more? Much of this was covered in the 2021 Fall Flex Presentation and you can find the slides and a recording here.