Search
Close this search box.

Your Retirement,
Our Expertise:

Explaining Your Federal Employee Benefits and Crafting Your Ideal Retirement Plan

Schedule Your Consultation With FERS Benefits Expert

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.

Federal Employees

You Retire Once.
We help others retire from Federal Services all year long. 

Federal
Benefits

Streamlining Complex FERS Benefits
so you have
Clearer Choices.

Thrift Savings Plan

TSP Guidance: Navigating Optimal Use in Retirement with a Federal Benefits Ally.

Financial Planning

Transitioning from Accumulation to Distribution: How to Make Sure Your Retirement Savings Last.

All About FERS

We are on a mission to help ANOTHER ONE MILLION federal employees

545,885

Podcast Downloads

5,715,736

Youtube Impressions

313,752

Website Visitors

Who We Are

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.

Here’s how our process works: 

Fill In The Consultation

Call Form

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.

Schedule Your

 Appointment 

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.

Get All Of The Answers You Are Looking For

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.

Top Questions Federal
Employees Are Asking About

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.

Read More >

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.

Read More >

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.

Read More >

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.

Read More >

Important things you need to know about drawing social security and FERS together.

Read More >

Testimonial: Fred

Watch Now

Testimonial: Roland

Watch Now

Our Classes

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.

Online Classes

In-Person Classes

Federal Benefits Class

April 10

An Intensive One-Day In Person Event in ALASKA Designed EXCLUSIVELY For Federal Employees

YouTube Live Streaming Podcast

February 13

How to NOT go back to work in Retirement:
3 things you need to know

Federal Benefits Class

April 10

An Intensive One-Day In Person Event in ALASKA Designed EXCLUSIVELY For Federal Employees

Live Webinar: Answers to the
FAQs from the year

In-Person Event:
Federal Benefits Class

Questions About Federal Employees Benefits

03:17

Hi, I’m a financial advisor that specializes in federal employee benefits.

02:44

What’s your question?

02:45