Category: Betty Morales

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Case Study: Coordinating FEGLI With Estate Plans and Beneficiary Choices

Key Takeaways

Careful coordination between FEGLI and estate plans helps safeguard your legacy and supports your long-term wishes.
Regularly updating and reviewing FEGLI beneficiaries can prevent common 

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Special Category Employees & Military: Retirement Planning in 2026

Key Takeaways

Understand how special category and military retirement processes differ from those of general federal employees.
Learn the 2026 updates impacting your benefits and practical steps to strengthen your retirement readi…

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Which TSP Withdrawal Option Fits Your Next Chapter? 4 Tradeoffs to Compare Carefully

Key Takeaways
Your TSP withdrawal choice affects how much access and control you keep over your savings, how you receive income, and how withdrawals may affect your taxes.Compare each option with your retirement income needs, comfort…

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How to Tell Whether Federal Retirement Advice Fits Your Career Timeline and Goals

Key Takeaways
Federal retirement advice should reflect your service history, benefits, career plans, and goals for life after work.You can assess advice by checking its assumptions, asking clear questions, and confirming important de…

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How FAA and Law Enforcement Rules Shape Your Federal Retirement Exit Timeline Before Filing

Key Takeaways
FAA and law enforcement retirement rules can affect your eligibility, required records, and the order of steps you take before filing.Confirm your position’s retirement coverage and service history before you choo…

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TSP Rollover Explained: Steps for Federal Retirees and Timing Rules in 2026

Key Takeaways

Understanding and following TSP rollover steps and timing rules is critical to avoid penalties and unint…

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