FERS Retirement Planning

#122 Estate Planning Myths and Facts: What Federal Employees Must Know

Listen to the Full Episode: Estate planning involves more than just creating a will; it’s about ensuring financial security, protecting your loved ones, and

Should You Retire at 60 or Wait Until 62?

Hello, at age 57 years and two months, I separated from federal service for a civilian job after serving 5.3 years and buying back 17.2

Can I Keep My Spouse’s FEHB Coverage in Retirement Without Survivor Benefits?

My wife is a federal employee and will retire next year. She is going to be 50 years old. I am going to be 58

#121 The Untold Story of Survivor Benefits: Protect What Matters Most

Listen to the Full Episode: Planning for the future involves understanding what happens to your benefits after you are no longer here. In this podcast

Fork or Knife? The Truth About VERA

Listen to the Full Episode: Are you considering early retirement under VERA? Before you make a decision that could affect your benefits for years to

VERA-Retirement-Guide-Federal-Employees

Are you a federal employee considering Voluntary Early Retirement Authority (VERA)? This comprehensive guide breaks down eligibility, benefits, and financial impacts, including how VERA affects your pension, health insurance (FEHB), and Thrift Savings Plan (TSP). Learn the key steps to avoid costly mistakes, understand your FERS Special Retirement Supplement, and maximize your retirement benefits.

🎙 Watch our YouTube Podcast for expert insights.
📚 Join our “Retire Right” On-Demand Class to make informed decisions.

Read now to take control of your federal retirement!

Fork in the Road: Frequently Asked Questions

What should Federal Employees facing the Fork in the Road do? As a Federal Employee Benefits expert, my primary advice—though not intended to be self-serving—is

Fork in the Road: A Comprehensive Guide to Deferred Resignation for Federal Employees

https://youtu.be/EQqQhWMzTKs Federal Employees need to know what to anticipate if they choose to accept the Deferred Resignation package issued January 2025 to civilian federal employees.

#120 Reduction in Force (RIF) and Job Changes – What You Need to Know!

Listen to the Full Episode: What does a Reduction in Force (RIF) or job change mean for your federal benefits and retirement plans? These transitions

Understanding Tax Implications for Survivor Benefits

Need help with federal employee survival benefits. I looking for specific help with my wife’s survivor FERS and Death Benefits. My wife worked for the

#119 FERS Retirement Benefits, What Federal Employees Should Know in 2025

Listen to the Full Episode: What impacts will the latest tax law changes, Social Security projections, and market uncertainties have on your FERS retirement benefits

Does Buying Back Military Time Affect Your CRSC?

Hi, my name is Eric. I am calling because I have a question about buying back my military time. I am retired from the from

#118 TSP Secrets: The Key to Starting Your Year Off Right

Listen to the Full Episode: Are you ready to unlock the secrets to a stronger TSP in 2025? In this podcast episode, Christian and John

Understanding the Impact of Lump Sum Annual Leave on Your FERS Supplement

Hello. My name is Joyce and I am trying to determine the best date to retire either december 31st or january 11th 2025 at the

#117 The Psychological Impact of Retirement: Preparing for Life After Federal Service

Listen to the Full Episode: Ready for retirement but still trying to figure out what comes after the paycheck? In this podcast episode, Jamie and

TSP to Roth IRA: What Federal Employees Need to Know

I’m 60 years old with 36 years of service. I called the TSP help line and asked if I could roll over money from the

#116 The Strategic Role of Qualified Charitable Distributions in Retirement

Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and

Buying Back Military Time and Pension

Hello, I just started federal employment this July. I served Active Duty in the Army for 9 years from 2009 to 2018. In 2018 I

#115 Essential Steps to Secure Your Federal Retirement: What You Need to Know

Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal

Insurance Coverage And Medicare

Yes, my name is Bobby and I have a question on the life insurance coverage. I read here that it said that the basic life

#122 Estate Planning Myths and Facts: What Federal Employees Must Know

Listen to the Full Episode: Estate planning involves more than just creating a will; it’s about ensuring financial security, protecting your loved ones, and

Should You Retire at 60 or Wait Until 62?

Hello, at age 57 years and two months, I separated from federal service for a civilian job after serving 5.3 years and buying back 17.2

Can I Keep My Spouse’s FEHB Coverage in Retirement Without Survivor Benefits?

My wife is a federal employee and will retire next year. She is going to be 50 years old. I am going to be 58

#121 The Untold Story of Survivor Benefits: Protect What Matters Most

Listen to the Full Episode: Planning for the future involves understanding what happens to your benefits after you are no longer here. In this podcast

Fork or Knife? The Truth About VERA

Listen to the Full Episode: Are you considering early retirement under VERA? Before you make a decision that could affect your benefits for years to

VERA-Retirement-Guide-Federal-Employees

🎙 Watch our YouTube Podcast for expert insights.
📚 Join our “Retire Right” On-Demand Class to make informed decisions.

Read now to take control of your federal retirement!

Fork in the Road: Frequently Asked Questions

What should Federal Employees facing the Fork in the Road do? As a Federal Employee Benefits expert, my primary advice—though not intended to be self-serving—is

Fork in the Road: A Comprehensive Guide to Deferred Resignation for Federal Employees

https://youtu.be/EQqQhWMzTKs Federal Employees need to know what to anticipate if they choose to accept the Deferred Resignation package issued January 2025 to civilian federal employees.

#120 Reduction in Force (RIF) and Job Changes – What You Need to Know!

Listen to the Full Episode: What does a Reduction in Force (RIF) or job change mean for your federal benefits and retirement plans? These transitions

Understanding Tax Implications for Survivor Benefits

Need help with federal employee survival benefits. I looking for specific help with my wife’s survivor FERS and Death Benefits. My wife worked for the

#119 FERS Retirement Benefits, What Federal Employees Should Know in 2025

Listen to the Full Episode: What impacts will the latest tax law changes, Social Security projections, and market uncertainties have on your FERS retirement benefits

Does Buying Back Military Time Affect Your CRSC?

Hi, my name is Eric. I am calling because I have a question about buying back my military time. I am retired from the from

#118 TSP Secrets: The Key to Starting Your Year Off Right

Listen to the Full Episode: Are you ready to unlock the secrets to a stronger TSP in 2025? In this podcast episode, Christian and John

Understanding the Impact of Lump Sum Annual Leave on Your FERS Supplement

Hello. My name is Joyce and I am trying to determine the best date to retire either december 31st or january 11th 2025 at the

#117 The Psychological Impact of Retirement: Preparing for Life After Federal Service

Listen to the Full Episode: Ready for retirement but still trying to figure out what comes after the paycheck? In this podcast episode, Jamie and

TSP to Roth IRA: What Federal Employees Need to Know

I’m 60 years old with 36 years of service. I called the TSP help line and asked if I could roll over money from the

#116 The Strategic Role of Qualified Charitable Distributions in Retirement

Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and

Buying Back Military Time and Pension

Hello, I just started federal employment this July. I served Active Duty in the Army for 9 years from 2009 to 2018. In 2018 I

#115 Essential Steps to Secure Your Federal Retirement: What You Need to Know

Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal

Insurance Coverage And Medicare

Yes, my name is Bobby and I have a question on the life insurance coverage. I read here that it said that the basic life

#122 Estate Planning Myths and Facts: What Federal Employees Must Know

Listen to the Full Episode: Estate planning involves more than just creating a will; it’s about ensuring financial security, protecting your loved ones, and

Should You Retire at 60 or Wait Until 62?

Hello, at age 57 years and two months, I separated from federal service for a civilian job after serving 5.3 years and buying back 17.2

Can I Keep My Spouse’s FEHB Coverage in Retirement Without Survivor Benefits?

My wife is a federal employee and will retire next year. She is going to be 50 years old. I am going to be 58

#121 The Untold Story of Survivor Benefits: Protect What Matters Most

Listen to the Full Episode: Planning for the future involves understanding what happens to your benefits after you are no longer here. In this podcast

Fork or Knife? The Truth About VERA

Listen to the Full Episode: Are you considering early retirement under VERA? Before you make a decision that could affect your benefits for years to

VERA-Retirement-Guide-Federal-Employees

🎙 Watch our YouTube Podcast for expert insights.
📚 Join our “Retire Right” On-Demand Class to make informed decisions.

Read now to take control of your federal retirement!

Fork in the Road: Frequently Asked Questions

What should Federal Employees facing the Fork in the Road do? As a Federal Employee Benefits expert, my primary advice—though not intended to be self-serving—is

Fork in the Road: A Comprehensive Guide to Deferred Resignation for Federal Employees

https://youtu.be/EQqQhWMzTKs Federal Employees need to know what to anticipate if they choose to accept the Deferred Resignation package issued January 2025 to civilian federal employees.

#120 Reduction in Force (RIF) and Job Changes – What You Need to Know!

Listen to the Full Episode: What does a Reduction in Force (RIF) or job change mean for your federal benefits and retirement plans? These transitions

Understanding Tax Implications for Survivor Benefits

Need help with federal employee survival benefits. I looking for specific help with my wife’s survivor FERS and Death Benefits. My wife worked for the

#119 FERS Retirement Benefits, What Federal Employees Should Know in 2025

Listen to the Full Episode: What impacts will the latest tax law changes, Social Security projections, and market uncertainties have on your FERS retirement benefits

Does Buying Back Military Time Affect Your CRSC?

Hi, my name is Eric. I am calling because I have a question about buying back my military time. I am retired from the from

#118 TSP Secrets: The Key to Starting Your Year Off Right

Listen to the Full Episode: Are you ready to unlock the secrets to a stronger TSP in 2025? In this podcast episode, Christian and John

Understanding the Impact of Lump Sum Annual Leave on Your FERS Supplement

Hello. My name is Joyce and I am trying to determine the best date to retire either december 31st or january 11th 2025 at the

#117 The Psychological Impact of Retirement: Preparing for Life After Federal Service

Listen to the Full Episode: Ready for retirement but still trying to figure out what comes after the paycheck? In this podcast episode, Jamie and

TSP to Roth IRA: What Federal Employees Need to Know

I’m 60 years old with 36 years of service. I called the TSP help line and asked if I could roll over money from the

#116 The Strategic Role of Qualified Charitable Distributions in Retirement

Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and

Buying Back Military Time and Pension

Hello, I just started federal employment this July. I served Active Duty in the Army for 9 years from 2009 to 2018. In 2018 I

#115 Essential Steps to Secure Your Federal Retirement: What You Need to Know

Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal

Insurance Coverage And Medicare

Yes, my name is Bobby and I have a question on the life insurance coverage. I read here that it said that the basic life

#122 Estate Planning Myths and Facts: What Federal Employees Must Know

Listen to the Full Episode: Estate planning involves more than just creating a will; it’s about ensuring financial security, protecting your loved ones, and

Should You Retire at 60 or Wait Until 62?

Hello, at age 57 years and two months, I separated from federal service for a civilian job after serving 5.3 years and buying back 17.2

Can I Keep My Spouse’s FEHB Coverage in Retirement Without Survivor Benefits?

My wife is a federal employee and will retire next year. She is going to be 50 years old. I am going to be 58

#121 The Untold Story of Survivor Benefits: Protect What Matters Most

Listen to the Full Episode: Planning for the future involves understanding what happens to your benefits after you are no longer here. In this podcast

Fork or Knife? The Truth About VERA

Listen to the Full Episode: Are you considering early retirement under VERA? Before you make a decision that could affect your benefits for years to

VERA-Retirement-Guide-Federal-Employees

🎙 Watch our YouTube Podcast for expert insights.
📚 Join our “Retire Right” On-Demand Class to make informed decisions.

Read now to take control of your federal retirement!

Fork in the Road: Frequently Asked Questions

What should Federal Employees facing the Fork in the Road do? As a Federal Employee Benefits expert, my primary advice—though not intended to be self-serving—is

Fork in the Road: A Comprehensive Guide to Deferred Resignation for Federal Employees

https://youtu.be/EQqQhWMzTKs Federal Employees need to know what to anticipate if they choose to accept the Deferred Resignation package issued January 2025 to civilian federal employees.

#120 Reduction in Force (RIF) and Job Changes – What You Need to Know!

Listen to the Full Episode: What does a Reduction in Force (RIF) or job change mean for your federal benefits and retirement plans? These transitions

Understanding Tax Implications for Survivor Benefits

Need help with federal employee survival benefits. I looking for specific help with my wife’s survivor FERS and Death Benefits. My wife worked for the

#119 FERS Retirement Benefits, What Federal Employees Should Know in 2025

Listen to the Full Episode: What impacts will the latest tax law changes, Social Security projections, and market uncertainties have on your FERS retirement benefits

Does Buying Back Military Time Affect Your CRSC?

Hi, my name is Eric. I am calling because I have a question about buying back my military time. I am retired from the from

#118 TSP Secrets: The Key to Starting Your Year Off Right

Listen to the Full Episode: Are you ready to unlock the secrets to a stronger TSP in 2025? In this podcast episode, Christian and John

Understanding the Impact of Lump Sum Annual Leave on Your FERS Supplement

Hello. My name is Joyce and I am trying to determine the best date to retire either december 31st or january 11th 2025 at the

#117 The Psychological Impact of Retirement: Preparing for Life After Federal Service

Listen to the Full Episode: Ready for retirement but still trying to figure out what comes after the paycheck? In this podcast episode, Jamie and

TSP to Roth IRA: What Federal Employees Need to Know

I’m 60 years old with 36 years of service. I called the TSP help line and asked if I could roll over money from the

#116 The Strategic Role of Qualified Charitable Distributions in Retirement

Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and

Buying Back Military Time and Pension

Hello, I just started federal employment this July. I served Active Duty in the Army for 9 years from 2009 to 2018. In 2018 I

#115 Essential Steps to Secure Your Federal Retirement: What You Need to Know

Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal

Insurance Coverage And Medicare

Yes, my name is Bobby and I have a question on the life insurance coverage. I read here that it said that the basic life

Pension Payments

Resources for Feds

On-demand Classes

Resources for Feds

On-demand Classes

In-Person Benefit Classes

Tutorials: Learning videos about FERS benefits

Retire Right: On-demand benefits class

Classes: In-person classes

Online Classes

In-Person Classes

In-Person Classes

Online Classes

In-Person Classes

Learn About Retirement

Retirement Tools

Get Help