Plan Your Federal Retirement Podcast

Nov 19 2024 334 ep. 15 mins 95
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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FEHB Plan Options: How to Pick What’s Right for You

Nov 19 2024 6 mins  

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

Nov 18 2024 32 mins  
Ready to build a comprehensive federal retirement plan? In this podcast episode, Micah and Christian discuss essential retirement planning strategies. Learn how to manage cash flow, adjust for inflation, and explore the best ways to navigate tax planning and Roth conversions. Understand the impact of TSP withdrawals and how to optimize your retirement spending with the bucket strat

Insurance Coverage And Medicare

Nov 13 2024 5 mins  
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 insurance and retirement can be continued. If all of the conditions are met, 1 of the conditions are you have not converted coverage to an individual policy. My husband has insurance through the company that he retired from + Medicare and he wants me to drop him

Understanding FERS Supplements: Does Lump Sum Leave Affect Your Earnings?

Nov 12 2024 5 mins  

Deferred vs. Postponed Retirement: What's the Difference?

Nov 05 2024 9 mins  

#114 Boost Your Retirement Savings: Understanding FERS Contribution Rates

Nov 04 2024 32 mins  
Navigating federal retirement benefits can feel overwhelming, but understanding key elements can empower you to make informed decisions. Knowing how to determine your FERS eligibility, the impact of your high-3 average salary, and the nuances of retirement dates are crucial for planning your financial future. Join Micah and Tammy as they break down essential federal retirement topi

When do Your Years Stop Counting Towards Your FERS Retirement

Oct 30 2024 3 mins  
"Yes, my name is Marty. I like to know about FERS, if there is a maximum amount of years that I can work and then it is no longer counted towards my retirement calculation. For instance, if I was on the Csrs, I believe the cut off is like 42 years. Is it the same for first? Thank you." - Martha https://zurl.co/1gJ9

Should You Withhold Taxes From Your Social Security? Here’s What You Need to Know

Oct 29 2024 6 mins  

How to Burn Sick Leave Before Retirement

Oct 22 2024 4 mins  

#113 Retirement Tax Traps: How to Avoid Surprises in Your Federal Retirement Planning

Oct 21 2024 35 mins  
Understanding how to navigate taxes in retirement is crucial for preserving your hard-earned income. From Roth conversions to Qualified Charitable Distributions (QCDs), implementing effective tax strategies can significantly impact your financial future. Recognizing the importance of Required Minimum Distributions (RMDs) and the Income-Related Monthly Adjustment Amount (IRMAA) will