North Side Retirement Planners brings deep expertise in optimizing retirement accounts for Chicago's large community of teachers, city workers, and corporate employees navigating the intersection of pension benefits and personal savings. The firm is one of the few in Illinois with advisors who specialize in the Illinois Teachers Retirement System and Chicago Municipal Employees Annuity Fund. They help participants make informed decisions about pension options, survivor benefits, and how to coordinate pension income with personal IRA and 401k assets.
As a retiring CPS teacher, my pension decision was the biggest financial choice of my life. North Side walked me through every option and every survivor benefit scenario. I made my decision with complete confidence.
I had a pension, a 403b, an old IRA, and no idea how they all fit together. North Side created a unified retirement income plan that makes everything work in concert. My projected income is much better than I expected.
Good advisors with strong local knowledge. They knew exactly how the City pension worked and helped us figure out the optimal timing for both pensions plus Social Security. Very detailed analysis.