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Bonnie Jackson

(225) 774-1553

Administrators such as Louisiana State Employees & Retirees

Your planned retirement day is not far away. Retiring is a life changing decision, and you have spent many years planning for this day. The process of transitioning into retirement can be overwhelming. We can help you formulate a plan for those rewarding years so you can retire with confidence. If any of the following questions apply to you, we can assist you with your plans for retirement.

❑ How should I handle my Louisiana Public Employee Deferred Compensation Plan (457 Plan)?

❑ Should I elect the “IBO-Initial Benefit Option?”

❑ Do I qualify for Social Security Benefits?

❑ How should I invest my “Deferred Retirement Option (DROP) account?

❑ Which distribution strategy is most advantageous for me?

❑ What is my estimated income tax rate during my retirement years?

❑ How much will my beneficiary receive?

❑ Will my health insurance premium increase over the years?

❑ Will my life insurance premium increase over the years?

❑ How can I convert my group life insurance policy to an individual permanent policy?

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