3-Day
Planning for Retirement
Who
Should Attend: Federal employees with 5-10 years or
fewer until retirement eligibility
Course
Length: 3 days or approximately 18-19 hours of instruction
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 date to retire, TSP, Social Security eligibility,
military service, financial and tax planning, health and fitness
concerns, estate planning, and the psychological aspects of
retirement. Adequate time is allotted for questions and answers.
Topics
Covered:
CSRS, Offset, 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
Voluntary Contributions (CSRS)
Financial and Tax Planning
Life After Retirement
Estate Planning
Lifetime Fitness and HealtH
Contact
us for pricing information.
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