Roth Conversions and Taxes
“I’m just about 65 and make about 125K a year working for the federal government. I plan to retire in five years when I’m 70.
Do you have FERS Retirement Questions? You’re not alone. Federal retirement benefits are complex.
Micah Shilanski, CFP®, is a financial planner who specializes in helping Federal Employees get the most out of their benefits. Micah has seen the mistakes people (and even some professionals!) make – and he wants to help you avoid them.
Over the years Micah has received an incredible number of questions from Federal Employees looking to understand their benefits. That’s why each month Micah answers a FERS retirement question in our ezine – FERS Federal Retirement Fact Check.
Check out the list of questions we’ve already answered here…
“I’m just about 65 and make about 125K a year working for the federal government. I plan to retire in five years when I’m 70.
“Can I withdraw my FERS to use as a down payment for purchase of Real Estate?” – Tracey. https://www.youtube.com/watch?v=CPm4DDHl0-c&feature=youtu.be When Federal Employees use their retirement
“Planning on retiring at my MRA, is the FERS supplement subject to the social security earnings test? Thank you for your time!” – Craig. Underestimating
“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from
“I retired from Federal service on Dec 31, 2020. My annual leave balance was paid out to me in a lump sum at the end
“Hi Tammy and Micah, Thanks for the information. I separated from the government at age 54 1/2 years and 20.5 years of service. I like
“Hi! I LOVE your podcasts! I am a Federal employee, have met my MRA and will meet my 30-years of service on Nov 2, 2021.
“How to plan which source to withdraw from and when (TSP, Roth, other investments) over the retirement years to supplement pensions and SS. Are tax
“I have a question related to something in one of your articles about FEHB and Medicare. The article stated: “As a full-time Federal employee, you
“Thank you very much for the great information. Question: Do I need to list my ex-spouse on my FERS retirement application if we were married
“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any
“Is there a way, I can find out how much I will receive at retirement and when I can collect? I worked 24 years, but
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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