Health insurance, life insurance, and your TSP (Thrift Savings Plan) are three of the most important benefits you’ll carry into retirement.

Before you retire, your Official Personnel Folder (OPF) and related documents need to be 100% accurate. Missing, outdated, or incorrect records are a leading cause of retirement delays and miscalculated pensions

Filing your retirement forms is one of the most critical stages in your federal career.

Your federal retirement application is more than just paperwork it’s the gateway to your financial security.

What to Do 12, 6, and 3 Months Before You Retire Planning your federal retirement? Use this step-by-step checklist to stay on track and avoid surprises as you transition from federal service to retirement

Your federal annuity is calculated based on your creditable service and even small gaps or uncredited time can reduce your lifetime retirement income significantly

For traditional (non-Roth) funds. Requires your info (Section I) and trustee’s certification (Section II).

Planning to retire from federal service? This 10-step checklist provides a practical, easy-to-follow guide to help federal employees prepare for a smooth and successful transition into retirement.

This easy-to-follow guide breaks down the essential steps and information federal employees need to understand the OPM retirement process.

Pre-Retirement Checklist for Federal Employees is a comprehensive guide designed to help federal workers confidently prepare for retirement.

Your Retirement Income Blueprint: Creating a Lifetime Paycheck is a practical guide designed to help you turn your savings into a steady and reliable income throughout retirement.

Retirement is a time to enjoy financial freedom, but without proper planning, taxes can take a significant bite out of your savings. By implementing strategic tax-saving methods, you can maximise your retirement income while staying compliant with tax laws. This guide provides actionable strategies to help you keep more of your hard earned money

Planning your Social Security benefits strategically can make a significant difference in your retirement income. As a federal employee, you have access to unique opportunities that can maximise your benefits while reducing taxation.

Planning for retirement can be daunting, but with the right approach, you can maximise your Federal Employees Retirement System (FERS) benefits and Thrift Savings Plan (TSP) to ensure long-term financial security.

Retirement is one of the most significant financial transitions in life. For federal employees, navigating pensions, benefits, and tax implications requires careful planning.

Retirement should be about enjoying life, not stressing over financial details. With so many moving parts FERS, Social Security, healthcare decisions it s easy to feel overwhelmed.