Helping federal employees retire
since 1978
40,000 + federal employees getting the newest information every month
Helped more than 850,000 federal employees plan for their retirement.
Are you comfortable with the knowledge you have about your FERS pension calculations?
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Let's tackle the burning question: Can you retire with only $250,000 in your TSP?
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Barbara applauds the TSP withdrawal and retirement planning class details...
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Today, we're tackling a question we often hear: "Do we really need to sign up for Medicare...
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At Plan Your Federal Retirement, we support federal employees in confidently planning their retirement. Our comprehensive services are tailored to your needs, helping you navigate retirement planning and maximize benefits.
We assess your finances, explore investments, and develop a realistic retirement strategy. Beyond numbers, we prioritize your dreams and aspirations, striking a balance between financial stability and cherished moments with your loved ones. With our expertise and resources, we empower you to make informed decisions and embrace retirement with excitement.
Count on us for support and the financial security you deserve. Let’s build a brighter future together.
Answer as many questions as possible for our team to be able to look at all the pieces of your financial puzzle and help you put them together in a way that helps you work towards achieving your goals.
Online or in-person, schedule your appointment at the date and time most convenient for you. As part of the consultation process, we also provide you with a personal Fact Finder.
Are you getting the most out of your Federal Retirement benefits? Which benefit choices are best for your personal situation? When is the best time for you to retire from Federal service? …and many more.
Combining a career in military service along with a career in federal civilian employment is a big decision for many. But what are the benefits when you retire? Thanks to a question from Jeff, Tammy takes on this very topic on this episode of the FERS Federal Fact Check.
FEHB is undoubtedly one of the best benefits a federal employee can avail, but maintaining it through retirement for both themselves and their spouse can be tricky.
For advisors, divorce is a tough topic to cover as it can be an emotional subject for pensioners. This week’s question comes from Maria, who asks if it’s worth paying the 5% penalty if her ex is willing to pay it back to her as part of his divorce settlement package.
Bradley asks if his TSP beneficiary is currently his trust, then upon his death will the contribution be made as a one-time full payment minus the 20% liable in taxes? Would choosing his spouse as the beneficiary be better long term? As always, Micah breaks it down in the most concise and comprehensible way.
Important things you need to know about drawing social security and FERS together.
Our aim is to facilitate an open, informative discussion, ensuring you’re fully aware of your rights, benefits, and
opportunities as a federal employee. This knowledge is crucial for making the most of your federal career.
An Intensive One-Day In Person Event in ALASKA Designed EXCLUSIVELY For Federal Employees
How to NOT go back to work in Retirement:
3 things you need to know
An Intensive One-Day In Person Event in ALASKA Designed EXCLUSIVELY For Federal Employees
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Advisory services offered through Shilanski & Associates, Inc., an Investment Adviser doing business as “Plan Your Federal Retirement”. Plan Your Federal Retirement is not employed by the United States Federal Government and does not represent the United States Federal Government. All content on this site if for information purposes only. This website is not personalized investment advice. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please review our Customer Relationship Summary (Form ADV Part 3) for important information about our services and fees.
Opinions expressed herein are solely those of Shilanski & Associates, Incorporated, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties, informational accuracy, or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or recommendation regarding the purchase or sale of any security. There is no guarantee that any forward-looking statements or opinions provided will prove to be correct. Securities investing involves risk, including the potential loss of principle. There is no assurance that any investment plan or strategy will be successful.
Copyright © 2024 Shilanski & Associates, Inc.
We have had hundreds of federal employees ask us to discuss the TSP more in-depth so that they can stop “emotionally trading” their accounts.
That is why we created this guide with the most important considerations you need to make when using your TSP as a retirement savings account.
