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

Welcome to 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.