Tag: Federal Retirement Advice

Catch-Up Strategies Within Five Years of Retirement: Myths vs Facts for Public Employees

Key Takeaways

It’s never too late to improve your retirement outlook—public sector catch-up programs can help bridge the gap.
Understanding plan rules and deadlines is crucial for making the most of the final years before retire…

Charitable Bequests and Retirement Assets: Trends Impacting Public Sector Retirees

Key Takeaways

Including charities in retirement plans is increasingly popular among public sector retirees and can offer both personal fulfillment and community benefit.
Understanding tax rules, plan compliance, and proper procedure…

Building a Retirement Plan for Federal Couples: Best Practices and Strategies

Key Takeaways

Coordinating federal retirement benefits as a couple can unlock greater financial security and flexibility.

What to Expect From Your Federal Retirement Meeting

Key Takeaways
You should walk into your federal retirement meeting prepared with clear questions, organized docume…

Beneficiary Designations vs. Wills: What Every Public Sector Retiree Should Know

Key Takeaways

Beneficiary designations usually control who receives retirement assets, not wills.
Regularly review and update your records to ensure your benefits go to your intended recipients.

Pros & Cons of Choosing a FEHB Plan for Chronic Conditions and Ongoing Care

Pros & Cons of Choosing a FEHB Plan for Chronic Conditions and Ongoing Care

Key Takeaways