Plan Your Federal Retirement Podcast

Jan 28 2025 352 ep. 15 mins 94
Plan Your Federal Retirement Podcast artwork

Financial Planner and benefits experts discuss the intricacies of the Federal Employee Retirement System. This real world experience allows these benefits experts to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work.

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TSP or IRA: Which Is Best When Saving for Retirement?

Jan 28 2025 7 mins  

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

Jan 27 2025 30 mins  
What does a Reduction in Force (RIF) or job change mean for your federal benefits and retirement plans? These transitions can bring uncertainty, but you can stay in control with the proper preparation. In this podcast episode, Micah and Floyd share strategies to help you navigate career changes and retirement readiness. Learn about building an emergency fund, managing Temporary Con

Understanding Tax Implications for Survivor Benefits

Jan 22 2025 5 mins  
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 Federal government and was still working when she passed. After her death I met with her employer to fill out paperwork to gain access to her TSP (401k) and FERS accounts, and to make decisions regarding how the death benefit would

FERS Account Transfers: What You Need to Know

Jan 21 2025 7 mins  

How Does a CSRS Pension Affect Social Security Benefits?

Jan 14 2025 9 mins  

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

Jan 13 2025 21 mins  
What impacts will the latest tax law changes, Social Security projections, and market uncertainties have on your federal retirement in 2025? In this podcast episode, Micah and Floyd discuss actionable strategies to prepare you for a secure retirement. Learn how to navigate potential Social Security reductions, plan for tax diversification, and ensure your retirement cash flow is un

Does Buying Back Military Time Affect Your CRSC?

Jan 08 2025 4 mins  
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 the Marine Corps. Injuries Sustained in Combat. So I received a CRSC Combat Related Special Compensation, and my question is how does that impact... because I heard that if you buy back your time, you surrender that. So hopefully you can answer this question. T

What You Need to Know About Wills and Trusts

Dec 31 2024 10 mins  

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

Dec 30 2024 28 mins  
Are you ready to unlock the secrets to a stronger TSP in 2025? In this podcast episode, Christian and John reveal strategies to make the most of your Thrift Savings Plan. From updated contribution limits to the benefits of compounding interest, Roth contributions, and rebalancing your portfolio, this episode is packed with actionable tips to help you prepare for a successful year.

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

Dec 25 2024 3 mins  
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 end of the last pay period. Just wanted to know the advantages of possibly waiting to retire at the end of the pay period. And if I would receive my annual lump sum and the January pension or would it start in February? Thank you in advance for your your hel