Survivor Benefits & Estate Planning

Can you deduct your FEHB premiums in retirement?

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by

Follow Up Friday – Derailing Your Retirement

Learn more about the things that can sabotage your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:

Ep #31: Derailing Your Retirement

When it comes to retirement, there is an overwhelming amount of incomplete or incorrect information on the internet purported as fact. The truth is, you

Follow Up Friday – Why Life Events Matter

How to protect and prepare your loved ones for unexpected life events. Listen to the Full Episode: Enjoy the show? Use the Links Below to

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

Ep #25: Why Life Events Matter

It’s the little details that can really trip you up, so Tammy and Micah share specific areas and situations they’ve noticed clients having trouble with

Follow Up Friday – How Much Life Insurance Do You Need?

The importance of looking over your policies, reevaluating your beneficiaries and everything you need to know about FEGLI. Listen to the Full Episode: Enjoy the

Ep #24: How Much Life Insurance Do You Need?

With so many misconceptions around life insurance, it can be hard to determine the appropriate plan or amount for your needs. Unfortunately, there are some

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

Ep #22: Estate Planning and TSP Quirks

Do you have a plan put in place for who will inherit your assets after your demise? Many people are solely focused on increasing their

Ep #19: Phase of Retirement – 5 Years Out From Retirement

When we consider retirement, most of us think about this chapter in our lives as a positive time—and it can be, as long as we

Ep #15: New Year’s Habits

There is so much that we can’t control, and it’s easy to focus on those things and feel helpless to stop them. But in this

Ep #14: With Special Guest Mary Beth Franklin

Mary Beth Franklin is our go-to professional for all things Social Security benefits. With over 40 years as a financial journalist and a CFP® designation,

Ep #1: What’s On Your Retirement Estimate?

Welcome to the Plan Your Federal Retirement Podcast, where Certified Financial Planner Micah Shilanski and Principal Retirement Specialist Tammy Flanagan come together to ensure you

Can you deduct your FEHB premiums in retirement?

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by

Follow Up Friday – Derailing Your Retirement

Learn more about the things that can sabotage your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:

Ep #31: Derailing Your Retirement

When it comes to retirement, there is an overwhelming amount of incomplete or incorrect information on the internet purported as fact. The truth is, you

Follow Up Friday – Why Life Events Matter

How to protect and prepare your loved ones for unexpected life events. Listen to the Full Episode: Enjoy the show? Use the Links Below to

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

Ep #25: Why Life Events Matter

It’s the little details that can really trip you up, so Tammy and Micah share specific areas and situations they’ve noticed clients having trouble with

Follow Up Friday – How Much Life Insurance Do You Need?

The importance of looking over your policies, reevaluating your beneficiaries and everything you need to know about FEGLI. Listen to the Full Episode: Enjoy the

Ep #24: How Much Life Insurance Do You Need?

With so many misconceptions around life insurance, it can be hard to determine the appropriate plan or amount for your needs. Unfortunately, there are some

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

Ep #22: Estate Planning and TSP Quirks

Do you have a plan put in place for who will inherit your assets after your demise? Many people are solely focused on increasing their

Ep #19: Phase of Retirement – 5 Years Out From Retirement

When we consider retirement, most of us think about this chapter in our lives as a positive time—and it can be, as long as we

Ep #15: New Year’s Habits

There is so much that we can’t control, and it’s easy to focus on those things and feel helpless to stop them. But in this

Ep #14: With Special Guest Mary Beth Franklin

Mary Beth Franklin is our go-to professional for all things Social Security benefits. With over 40 years as a financial journalist and a CFP® designation,

Ep #1: What’s On Your Retirement Estimate?

Welcome to the Plan Your Federal Retirement Podcast, where Certified Financial Planner Micah Shilanski and Principal Retirement Specialist Tammy Flanagan come together to ensure you

Can you deduct your FEHB premiums in retirement?

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by

Follow Up Friday – Derailing Your Retirement

Learn more about the things that can sabotage your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:

Ep #31: Derailing Your Retirement

When it comes to retirement, there is an overwhelming amount of incomplete or incorrect information on the internet purported as fact. The truth is, you

Follow Up Friday – Why Life Events Matter

How to protect and prepare your loved ones for unexpected life events. Listen to the Full Episode: Enjoy the show? Use the Links Below to

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

Ep #25: Why Life Events Matter

It’s the little details that can really trip you up, so Tammy and Micah share specific areas and situations they’ve noticed clients having trouble with

Follow Up Friday – How Much Life Insurance Do You Need?

The importance of looking over your policies, reevaluating your beneficiaries and everything you need to know about FEGLI. Listen to the Full Episode: Enjoy the

Ep #24: How Much Life Insurance Do You Need?

With so many misconceptions around life insurance, it can be hard to determine the appropriate plan or amount for your needs. Unfortunately, there are some

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

Ep #22: Estate Planning and TSP Quirks

Do you have a plan put in place for who will inherit your assets after your demise? Many people are solely focused on increasing their

Ep #19: Phase of Retirement – 5 Years Out From Retirement

When we consider retirement, most of us think about this chapter in our lives as a positive time—and it can be, as long as we

Ep #15: New Year’s Habits

There is so much that we can’t control, and it’s easy to focus on those things and feel helpless to stop them. But in this

Ep #14: With Special Guest Mary Beth Franklin

Mary Beth Franklin is our go-to professional for all things Social Security benefits. With over 40 years as a financial journalist and a CFP® designation,

Ep #1: What’s On Your Retirement Estimate?

Welcome to the Plan Your Federal Retirement Podcast, where Certified Financial Planner Micah Shilanski and Principal Retirement Specialist Tammy Flanagan come together to ensure you

Can you deduct your FEHB premiums in retirement?

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by

Follow Up Friday – Derailing Your Retirement

Learn more about the things that can sabotage your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:

Ep #31: Derailing Your Retirement

When it comes to retirement, there is an overwhelming amount of incomplete or incorrect information on the internet purported as fact. The truth is, you

Follow Up Friday – Why Life Events Matter

How to protect and prepare your loved ones for unexpected life events. Listen to the Full Episode: Enjoy the show? Use the Links Below to

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

Ep #25: Why Life Events Matter

It’s the little details that can really trip you up, so Tammy and Micah share specific areas and situations they’ve noticed clients having trouble with

Follow Up Friday – How Much Life Insurance Do You Need?

The importance of looking over your policies, reevaluating your beneficiaries and everything you need to know about FEGLI. Listen to the Full Episode: Enjoy the

Ep #24: How Much Life Insurance Do You Need?

With so many misconceptions around life insurance, it can be hard to determine the appropriate plan or amount for your needs. Unfortunately, there are some

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

Ep #22: Estate Planning and TSP Quirks

Do you have a plan put in place for who will inherit your assets after your demise? Many people are solely focused on increasing their

Ep #19: Phase of Retirement – 5 Years Out From Retirement

When we consider retirement, most of us think about this chapter in our lives as a positive time—and it can be, as long as we

Ep #15: New Year’s Habits

There is so much that we can’t control, and it’s easy to focus on those things and feel helpless to stop them. But in this

Ep #14: With Special Guest Mary Beth Franklin

Mary Beth Franklin is our go-to professional for all things Social Security benefits. With over 40 years as a financial journalist and a CFP® designation,

Ep #1: What’s On Your Retirement Estimate?

Welcome to the Plan Your Federal Retirement Podcast, where Certified Financial Planner Micah Shilanski and Principal Retirement Specialist Tammy Flanagan come together to ensure you

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

Can you deduct your FEHB premiums in retirement?

Preparing for Retirement under FERS

Can you deduct your FEHB premiums in retirement?

Preparing for Retirement under FERS

Can you deduct your FEHB premiums in retirement?

Preparing for Retirement under FERS

Can you deduct your FEHB premiums in retirement?

Preparing for Retirement under FERS

Learn About Retirement

Retirement Tools

Get Help