What Happens to a Surviving Spouse

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“What happens to a surviving spouse if an employee dies while working, but that employee was also in the process of buying back military time? My husband has 16 years of service as a Civil Service employee (under FERS), and is currently buying back his military time (12 yrs of military service.) He’s paid a little more than 50% of his military deposit so far.” – Lisa.

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FEHB Disability Pension & MRA

”I receive a FERS disability pension, with less than 10 years service. My minimum retirement age by year of birth is 57, but I only have 8.5 years of service,

Maximizing Roth Gains in Retirement

I absolutely loved the episode on what you cannot do in the TSP. Naturally, it brought up other questions in my mind. Before I got smart in 2019 and started

When is The Best Time to Take Social Security

“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and invest in TSP, also disabled. I

How not to get permanently stuck with Minimum Required Distributions

“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS rules determine that I was

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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