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
Survivor Benefits and Estate Planning ensure your loved ones are protected after you’re gone. Here, we discuss the survivor benefit options available under FERS and the importance of wills, trusts, and other estate planning tools.
Proper planning can provide your family with financial stability and peace of mind. If you want to learn more, check out our podcasts and articles.
“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
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
Learn more about the things that can sabotage your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
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
“Mr. Shilanski, Social Security Survivors Benefit question. I am under the FERS program and I plan to retire late this calendar year. I am 65
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
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
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
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
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
“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
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
If my spouse retired from Federal Service under CSRS and waived the spousal benefits but I am under his FEHB insurance is there any way
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
“I have two questions about social security. I am 61 and my wife is 58. Let’s say my wife files for social security at age
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
Mary Beth Franklin is our go-to expert for all things Social Security benefits. With over 40 years as a financial journalist and a CFP designation,
Today Micah and Tammy are opening up the mailbag to answer your most burning questions about federal retirement. A few people wrote in asking about
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
“My strategy is to leave my TSP untouched and “will” it to my spouse” – Mike As Financial Advisors who work with Federal Employees, we
“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
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
Learn more about the things that can sabotage your retirement. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:
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
“Mr. Shilanski, Social Security Survivors Benefit question. I am under the FERS program and I plan to retire late this calendar year. I am 65
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
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
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
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
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
“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
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
If my spouse retired from Federal Service under CSRS and waived the spousal benefits but I am under his FEHB insurance is there any way
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
“I have two questions about social security. I am 61 and my wife is 58. Let’s say my wife files for social security at age
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
Mary Beth Franklin is our go-to expert for all things Social Security benefits. With over 40 years as a financial journalist and a CFP designation,
Today Micah and Tammy are opening up the mailbag to answer your most burning questions about federal retirement. A few people wrote in asking about
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
“My strategy is to leave my TSP untouched and “will” it to my spouse” – Mike As Financial Advisors who work with Federal Employees, we
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