Typically, we have two types of Federal employees
1. Considering Retirement
Mark and Sarah
- Are over 50 and ready to focus on their own finances after helping their kids become independent.
- They are unsure of their exact retirement date but expect it to be in the next 5-10 years.
- They want to know, “When can I retire?”
- They are seeking comprehensive financial guidance, not just investment advice.
- They have questions about how best to save in retirement plans and what to do with their federal pension.
2. Retiring Soon
John and Susan
- Are over 60 and know when they want to retire.
- They have questions like, “How much can I spend in retirement?”and “Will I be okay in retirement?”
- They need help with retirement details like Social Security, pensions, TSP rollovers, Medicare, health insurance, and other federal employee benefits.
- They want complete financial guidance, not just investment sales.
- They need advice as they get ready for the biggest financial change of their lives.
Don't Miss Out on the Retirement Money You Deserve
(Don’t Miss Out on the Retirement Benefits You Deserve)
Retirees can often miss out on maximizing their retirement income by claiming benefits or making investment decisions at less-than-ideal times. Here are some key questions to consider before you retire:
- When should I claim Social Security and my pension?
- How can I minimize my tax burden throughout retirement?
- How can I convert my retirement savings into a steady income stream?
If you're unsure about the best approach for your situation, seeking professional guidance can be extremely beneficial.
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2
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3
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