Stay ConnectedFinancial 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
I am 8 years from retirement and currently invested 100% in the C fund. When should I start moving money to the G fund and should it be based on a percentage of my current balance, or should I base it on how many years of withdrawals I want to protect once fully retired i.e. 8-10 years. - Paul https://zurl.co/qyzS
Are you ready to take control of your retirement finances? Your current spending habits could shape your future retirement lifestyle more than you realize. Join Micah and Tammy in this episode as they discuss the critical aspects of retirement planning.
Learn why aligning pre-retirement income with post-retirement needs is crucial to avoid financial stress down the road. Micah and Tammy share invaluable insights into understanding retirement income and expenses, offering practical strategies to optimize your financial outlook.
Discover the significance of living within your means, managing expenses, and building reserves for unexpected costs. Gain clarity on federal retirement income and the importance of accurate estimation and tax planning.
Take advantage of these essential strategies to prepare for a comfortable retirement. Tune in now and take the first step towards securing your financial future.
If I retire age 59 under Postponed Retirement can I collect the SRS - Kenneth https://zurl.co/Kom2
It is time to discuss retirement planning, cash flow management, and potential retirement expenses!
In this special episode, Micah leads a discussion with Floyd Shilanski, RCF®, a team of seasoned advisors,Christian Sakamoto, CFP®, and JT Ferrin, CFP®, to uncover the crucial aspects of retirement planning that are often overlooked.
Let's tackle the critical topic of cash flow planning and tax considerations so you can learn how to ensure long-term financial stability. With predictable pensions and TSPs, creating a retirement timeline becomes key to managing finances effectively!
With a focus on cash flow management, tax planning strategies, and charitable giving, our expert advisors offer practical advice to help federal employees make informed decisions and secure a prosperous retirement future.
Hello, I appreciate your videos very much. I am active duty and retiring next year, intending on becoming a GS employee. Can you do one on the military to civilian transition with regards to TSP and other issues, besides buying back time? I have both Roth and Traditional military accounts, and I assume they will be separate from the civilian ones. Will the Rule of 55 apply to my military TSP if I retire at 48 and immediately join the federal service? Finally, I plan on working about years and buying back 4 years of Academy time to earn a 11% pension. My plan is to stop working at 55 and then take the deferred pension at 62 for no penalty. Can I elect the deferred pension before my MRA? I know the big risk of deferred FERS pension is loss of FEHB, but since I have TRICARE and VA, I assume that's not a problem. Thank you! - Russ https://zurl.co/zqOV
Our TOPPODCAST Picks 
