#87: Irreversible Mistakes After Death
Listen to the Full Episode: Don’t let irreversible mistakes catch you off guard. Empower yourself with the knowledge you need to plan for a secure future. Let’s break down timelines, discuss essential documents like advanced healthcare directives, durable powers of attorney, and wills, and uncover common pitfalls to avoid. Join Micah and Christian as they […]
How not to get permanently stuck with Minimum Required Distributions
“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS rules determine that I was now in “distribution status,” and permanently stuck with Minimum Required Distributions every year?” – Victor. https://youtu.be/s0giZhvVqC0 What are RMDs (Required, Minimum Distributions) Remember all those […]
Follow Up Friday – Thrift Savings Plan with Kim Weaver
Listen to the Full Episode: Learn to make informed retirement decisions and secure your financial future with valuable information in regard to your TSP, covered by Sierra Steele. Enjoy the show? Use the Links Below to Subscribe:
#86: Thrift Savings Plan with Kim Weaver
Listen to the Full Episode: Whether you’re just starting your career, planning for retirement, or already in retirement, or someone looking to understand TSP better, this enlightening episode with our special guest, Kim Weaver, will help you dive deep into the world of Thrift Savings Plan. Make informed retirement decisions and secure your financial future […]
The Importance of Filling Out Beneficiary Designation Forms
“Love your podcast! I am a Federal retiree and fine with Thrift Savings Plan (TSP) and Federal Employees Group Life Insurance (FEGLI) standard order of precedence beneficiary assignments being spouse, then children in equal shares. I understand this order of precedence is followed when no beneficiary forms are on file. I have not submitted any […]
Follow Up Friday – TSP Spillover and funding
Listen to the Full Episode: Learn why the TSP is such a phenomenal tool for your retirement and find out what you should know about your TSP funding, covered by Sierra Steele. Enjoy the show? Use the Links Below to Subscribe:
#85: TSP Spillover and funding
Listen to the Full Episode: In this episode, host Micah Shilanski and a special guest – JT Ferrin, delve into explaining the meaning of TSP Spillover and the advantageous role of Health Savings Accounts (HSAs) in retirement savings. The TSP Spillover is an important concept that might be unfamiliar to many federal employees. Micah and […]
What if you become a survivor before your annuity kicks in?
“My husband and I both had careers with the National Park Service. He carried the family insurance for us. He retired in 2021 and did not select me for survivor benefits since I also worked for the federal government. I now want to resign and defer or postpone my retirement until I meet the minimum […]
Follow Up Friday – Retirement Rules living abroad
Listen to the Full Episode: Learn about your options for living abroad in retirement and find out everything you need to keep your benefits, covered by Sierra Steele. Enjoy the show? Use the Links Below to Subscribe:
#84: Retirement Rules living abroad
Listen to the Full Episode: Do you wonder about your options for living abroad in retirement? Are you ready for change but need to know everything you need to keep your benefits? In this podcast episode, Joe Curry, CFPⓇ, CHS, joins Micah to delve into the intricate details of retiring abroad. The episode serves as […]
FERS Eligibility
“I am currently age 32 (a bit away from retirement) and I have been with USPS for 6.5 years now. It says you are fully vested in FERS after 10 years, but I don’t think I will retire with the USPS. If I were to wait for the 10 years before separating from USPS, would […]
Follow Up Friday – Dual Feds FEHB Rules
Listen to the Full Episode: Learn why the Federal Employee Health Benefits (FEHB) is such an excellent benefit for federal employees, allowing them to keep health insurance into retirement, covered by Sierra Steele. Enjoy the show? Use the Links Below to Subscribe:
