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.
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Unlock the power of your Thrift Savings Plan with expert guidance!
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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 experience 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.
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Hi, I’m a financial advisor that specializes in federal employee benefits.
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What’s your question?
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