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    Business

    Plan Your Federal Retirement Podcast

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

    Investment advisory services offered through CWM, LLC, an
    SEC Registered Investment Advisor. 431 W 7th Ave Ste
    100 Anchorage, AK 99501 (907) 278-1350

    Advertise
    • Apple Podcasts
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    Latest Episodes:
    Understanding the FERS Supplement: Eligibility and Next Steps Sep 18, 2024
    Show notes FERS supplement annuity. I retired from SSA under the 25 years of service at any age in 2014. I was told I would be eligible for the supplement when I reach my MRA 56 and 6 months, which was this 06/2024. I have not received or heard anything from OPM. I'm just trying to verify I am eligible. - Karren

    What is a 1099-R? Understanding Your Retirement Income Tax Form Sep 17, 2024
    Show notes

    Understanding Wills, Trusts, and Estate Planning Sep 10, 2024
    Show notes

    #110 5 Things You Need To Know As A Federal Employee BEFORE You Retire Sep 09, 2024
    Show notes

    Are you ready to turn your retirement savings into a reliable income stream?

    Navigating the complexities of your Federal Employee Retirement System benefits, Social Security, and Thrift Savings Plan is essential for a smooth transition into retirement. Learn how to manage your TSP investments, explore effective withdrawal strategies, and determine the best timing for your retirement.

    Join Micah and Christian as they cover crucial topics including Health Insurance, Medicare (with a focus on Medicare Part B), and the impact of Cost-of-Living Adjustments on your retirement funds. They also provide guidance on estate planning, long-term care, and essential legal documents to ensure your family is well cared for.

    Get the expert guidance you need for a successful retirement. Tune in today and take the first step toward a financially secure future.

    https://zurl.co/ta9c


    High-3 Calculation Confusion: Different Work Periods And FERS Multipliers Sep 04, 2024
    Show notes

    Hi. I have congressional experience and a break in service and I have just retired to the executive branch and I was wondering how the high 3 is calculated when I have 2 different 2 different work periods and different multipliers because congressional service when I was there was a 1.7 % multiplier anyway, if you could assist, I appreciate it. - Carrie.

    https://zurl.co/NBZS


    What You Need To Know About Roth Conversions Sep 03, 2024
    Show notes

    Can You Use Retirement Funds For A Home Down Payment? Aug 27, 2024
    Show notes

    #109 How Does Retirement Income Work - A Roadmap To Financial Freedom Aug 26, 2024
    Show notes

    Are you ready to turn your retirement savings into a reliable income stream?

    Understanding your spending goals and determining your net income is not just crucial, it's the key to managing your cash flow during retirement. Whether it's Social Security benefits, pensions, or your Thrift Savings Plan, knowing how to handle these various income sources can truly make all the difference in your retirement lifestyle.

    Join Micah and Tammy as they explore the essentials of retirement income management. In this episode, they cover the essential things, from calculating your net income to navigating different sources of retirement income, including investment earnings and annuities. You'll learn how to avoid common pitfalls and, most importantly, you'll get practical advice that you can immediately apply to make the most of your retirement savings.

    Ready to take control of your financial future? Tune in today for expert advice and take the first step toward a financially secure retirement.

    https://zurl.co/Jhwh


    Can You Access Your FERS Supplement Right After Retirement? Aug 21, 2024
    Show notes So I did have a question. I can retire in october 2019 with 30 years under first, I will be 56 and I mean 10 months old and I do not think that I will be eligible for SRS until may 27th, but then I filed for my retirement the first part of April and when my retirement Counselor called, she told me that I will be able to be eligible for S R s immediately upon my retirement in October because I have 30 in and I mean, I I do not have to wait until I made 57 to withdraw the supplement. Have you come across this particular issue with any of your clients? - Marty https://zurl.co/UJWf

    Essential Tax And RMD Strategies For Federal Employees Aug 13, 2024
    Show notes

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