The Right Questions Lead to the Right Answers
One of our experienced advisors will help you answer these critical retirement questions, tailored for federal employees.
What is your "Retirement Number"?
Do you know exactly how much monthly income you need to maintain your current lifestyle after you stop working?
How will inflation affect your purchasing power?
A fixed FERS annuity may seem adequate today, but what will its value be in 20 or 30 years?
Are your beneficiaries up to date?
When was the last time you reviewed who is named on your FERS, TSP, and other accounts?
What are the tax implications of your withdrawals?
Understanding the difference between pre-tax and post-tax accounts (TSP, IRA, etc.) can save you thousands.
Are you optimizing your TSP?
Are you properly allocated? Should you consider Roth conversions? We help maximize this critical asset.
How does your FERS interact with Social Security?
Do you understand WEP and GPO? These rules can significantly reduce your Social Security benefits.
When is the best time for you to retire?
Should you retire at your Minimum Retirement Age, age 62, or later? We run multiple scenarios.
What about retiree health insurance?
How will FEHB work in retirement? What are your options until Medicare?
Still Have Questions?
One of our experienced advisors will walk through all of these with you for free.
Schedule Your Complimentary Review