Taking the Mystery out of FERS
FERS Overview, Eligibility, Pension Annuity Calculations, Complete Retirement Analysis
- Navigating FERS
- Types of Moneys and their uses
- Understanding the FERS Pension Annuity & Pay-Out Options
- Maximizing Your Pension Payout & Pension Benefit Alternatives
- Why Consider Taking a Reduced Pension Payout, and Why Not
- FEGLI – Basic Life, Options A, B, C, Costs, Underwriting Vendor
- Thrift Savings Plan (TSP) Payout Options: – How It Works, Employer Matching, Traditional Vs. Roth, Tax Implications, Who Is the Vendor, Options at Retirement
- Safeguarding Your TSP from Market Risk – Why, How, The Alternatives
- Qualified Retirement Accounts – Things you must know
- Special Retirement Supplement – Gap Coverage Formula, How It Works, Its Uniqueness to Federal Employees
- Turning Assets Into a Safe, Predictable, Stable, Life Income
- Social Security – How It Works, How It Fits Into The Retirement Puzzle, How Work at Early Retirement Affects Your Benefits, Full Retirement Benefits (age a moving target)
- Government Sector Vendor Benefits Vs. Private Sector Alternatives
- Obtaining a Life Income – Monthly Bills Require Monthly Income Even At Retirement
- Taxes & Tax Diversification at Retirement
- Transitioning into Retirement – How to properly go about it
(Off-Site Group Presentations May Be Arranged Upon Request)