Survivor Benefits

Topics

Military Survivor Annuity and Social Security, plus TSP Beneficiary Question

“I am a widow of a retired service member and receive military survivor annuity and VA pension based on my husband’s service connected death. I

Full vs Partial FERS Spousal Survivor Annuity

Hello Tammy and Micah, Great podcast! Learning a lot. About 5 years away for earliest retirement date. Question: let’s pretend money is NOT an issue

Preparing for Retirement under FERS

“Forgetting for the moment the part my personal $$ contributions were over the years….Will the IRS tax my FERS ‘Unreduced Monthly Annuity’ (UMA) or my

FERS Pension, Be Prepared

“Can I be on the safe side to estimate my retirement deductions for FEHB, and Life Insurance by using the amount that is being deducted

FERS and Social Security Widow(ers) Benefits

“Hello. Thank you for providing such informative information. I am a widow benefit; at age 60 if I retire and can later switch to my

FERS Survivor Benefits: What’s your Advice for Widows/Widowers?

“Just wondering if you ever give advice to widows/widowers. I believe we are in a unique situation that I seldom find addressed anywhere.” – Valerie

FERS Survivor Benefits

When most people think of FERS survivor benefits – they think of the survivor annuity. But you should know that there are actually many different

CSRS Survivor Benefit

When we talk about CSRS Survivor benefits – most people think of the survivor annuity. But Civil Service Retirement System employees have several choices when

3 Critical Concepts that Most Federal Employees Miss When Planning Their Retirement

Year after year I see Federal Employees missing the same critical concepts in their federal retirement planning. That’s why I’ve created an online workshop to help educate Federal Employees on these critical concepts.

If you are a Financial Advisor looking to work with Federal Employees,
we are always looking for Advisors that want to deliver massive value to clients.

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