Who We Help
Helping Federal Employees at Different Stages of Retirement Planning
Pick the stage that sounds like you to see what to focus on — and book a call built around it.
5–10 YEARS OUT · AGE 50+
1. Federal Employees Considering Retirement
- When you're eligible and what each date pays
- How FERS or CSRS, TSP and Social Security fit
- Whether your TSP contributions are on track
- Catch-up contributions after 50
Most common
RETIRING WITHIN 2 YEARS
2. Federal Employees Retiring Soon
- Income estimates and the interim annuity gap
- Social Security timing and the FERS supplement
- Survivor benefit, FEHB, FEGLI and Medicare
- TSP withdrawal or rollover choices
ALREADY RETIRED
3. Federal Retirees
- TSP drawdown and required minimum distributions
- COLA vs. rising FEHB premiums
- Taxes on annuity and withdrawals
- Medicare coordination at 65
Important Questions to Consider Before Federal Retirement
1Am I eligible to retire, and when?
2When should I claim Social Security?
3Will my income cover my expenses?
4How will my retirement income be taxed?
5What should I do with my TSP?
6How do my benefits work together?
7Should I keep FEHB, and what about Medicare?
8What is the best date to retire?
Whatever your stage, the first call is free.
Free 30-minute call with an independent, licensed professional in your state. No obligation.
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