Federal Benefits - Countdown to Retirement Part 3
Live Webinar on December 11, 2014 at 2 PM EST

Featured Presenters:
Tammy Flanagan, Senior Benefits Director
Karen Schaeffer, CFP
Bob Leins, CPA

Audience for the webinar:  Federal Employees considering retirement and examining their retirement readiness.

This webinar will focus on the questions from the earlier webinars and provide further guidance to enhance your annuity, TSP and Social Security.

  Our presentation will highlight:

  • Maximization of Benefits AND Social Security
  • TSP Distribution Planning
  • IRA opportunities for transferring funds into the TSP or to an IRA
  • The importance of understanding mirroring if you have a TSP with Traditional and Roth components
  • What the RMD really means in dollar amounts
  • An introductory discussion of the voluntary contribution program and “Back Door IRAs” to be featured in our January 5, 2015 radio show.

Individuals participating and viewing this webinar can view “The Countdown to Retirement – Part 1” (Benefits) originally presented on October 16, 2014 and “The Countdown to Retirement – Part 2” (Financial Planning) originally presented on November 20, 2014.  Both webinars are available for viewing at

Click here to register for this event.


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