Broker Check

Bonnie Jackson

(225) 774-1553

Educators and support staff such as Louisiana Current & Retired Teachers

As a Louisiana school teacher, you have a unique set of financial needs and challenges as you transition into retirement. Advanced planning will make this transition less complicated. Many retirement decisions are irrevocable. Whether you’re a teacher, administrator, or member of the support staff, we can help you weigh all the options and make the best decisions for you and your family. We can help you answer these questions: 

❑ Should I participate in the Deferred Retirement Option Plan (DROP)?

❑ Which beneficiary designation should I select?

❑ What are some investment options for a single-sum withdrawal “Initial Lump-Sum Benefit (ILSB)?

❑ What are my options for additional life insurance?

❑ What are the optional survivor benefits?

❑ How do I qualify for Social Security and Medicare Benefits?

❑ How do I handle community property issues?

❑ What are the Internal Revenue Service “Required Minimum Distribution-RMD” rules?

❑ What is a rollover-eligible payment?

❑ What are the income tax implications of receiving a refund or withdrawal?

Investment services are offered by Bonnie Jackson through her affiliation with HD Vest.