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Old 09-17-2020, 09:22 PM   #21
Recycles dryer sheets
 
Join Date: Mar 2014
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Originally Posted by SevenUp View Post
I'd feel better if it were me and the rep showed me where it says that in the official pension documents. Verbal assurances, unfortunately, mean nothing....


You are correct. I also just found the same information in the member handbook available online, which makes me feel a lot better!
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Old 09-18-2020, 04:22 AM   #22
Recycles dryer sheets
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Join Date: Nov 2014
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Originally Posted by PandaBear View Post
So I know this is a little after the fact, but I had my retirement planning session with a CAL STRS representative today. I double checked and yes, if a spouse dies at any time after you take your benefits, you revert to the “member only” option.

I probably asked the rep three times, to check and double check.
Panda Bear, sorry I confused the situation. I was wrong. You DO revert back to "member only" after the death of your spouse, according to CalSTRS website. Thanks for clarifying.
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ER'd 6/5/2015 at age 58. DW targets R in 2021 and will then start her SS.
Planned WR before my SS (2022-2026) is 4-5%, then we will start my SS and a lower WR at age 70 (2027)
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