“Back of the Napkin” Financial Plan for a P.S.E.R.S. Member

by | Jan 19, 2023 | Simple IRA

“Back of the Napkin” Financial Plan for a P.S.E.R.S. Member




Today’s video will walk through an example of how I would put together a simple financial plan for a Pennsylvania Public School Employee contributing to PSERS (Specifically the T-C or T-D membership classes)… so simple in fact that by the end of this video I’m going to write it on the back of a napkin as if we were sitting at a bar together.

PSERS Generic Calculator:

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Email: dpensyl@lincolninvestment.com
Text: 412-413-9395…(read more)


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