2-Day
Planning for Retirement
Who
Should Attend: Federal employees with 5-10 years or
fewer until retirement eligibility
Course
Length: 2 days or approximately 12-13 hours of instruction
time
What
You'll Learn: Planning a smooth transition into retirement
prompts many questions. This seminar discusses considerations
necessary for planning for retirement, including Federal benefits
options, best retirement dates, TSP withdrawal concerns, Social
Security eligibility, military service, survivor benefits, and
financial and tax planning questions.
Topics
Covered:
CSRS, Offset, or FERS, TransFers
FEGLI, FEHB, LTC
Disability
Deposit/Redeposit
TSP, including Withdrawal Options
Annual and Sick Leave
Annuity Calculation
Best Date to Retire
COLA’s
Survivor Benefits
Social Security and Medicare
Tax and Financial Planning
Voluntary Contributions (CSRS)
Contact us for pricing information.
