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Retirement Planning

Retirement Planning

How to Inflation Proof Your Federal Retirement

https://youtu.be/azw4mscXn-I Rising prices can have nasty consequences especially for those on a fixed income.   Like retirees.    But I have good news for you.   As a federal employee there are 3 things you can do to protect your retirement.    Know The Game   As a federal employee, Read more…

By dallenhaws4, 3 years2 years ago
FERS Pension

I have 30 Years but I Haven’t Reached My MRA, Can I Retire under FERS?

https://youtu.be/2wS55kLb0cE Question What is the best option for retirement if you have 30 years of federal service at age 55? Can I postpone or defer? Will I lose the chance for SRS (FERS Supplement) payments? Answer Great question and you are not alone. I talk with countless federal employees all Read more…

By dallenhaws4, 3 years2 years ago
FERS Pension

What you Need to Know as a FERS Dual Status Technician/Military Reservice Technician

https://youtu.be/wS-Pn7W9PM8   Are you a Dual Status Technician?   More names for this can be: Military Reserve Technician, Air Reserve technician, or National Guard Technician.    If so, your retirement benefits/rules are different from the traditional FERS or special provision FERS federal employees.    That is why it is so Read more…

By dallenhaws4, 3 years2 years ago
Estate Planning

5 Steps to Maximize FERS Federal Retirement

https://youtu.be/18rgjBfd22U Having an amazing retirement is really simple.    I have seen 1,000’s of federal employees retire and those with great retirements all follow the same 5 steps.   But while simple, not all these steps are easy.   The Fundamentals   There are 5 core steps to reaching financial Read more…

By dallenhaws4, 3 years1 year ago
Retirement Planning

How to Pay $0 Taxes on Your Social Security (2023)

https://youtu.be/xvBgNzChfJk Taxes and Social Security tend to be emotional topics just by themselves and putting them together is just asking for trouble.    So buckle up. Let’s dive in.    What!?! They Take Back Social Security!   Surprise! If you didn’t know already the majority of your Social Security payments Read more…

By dallenhaws4, 3 years3 years ago
Retirement Planning

The Truth about TSP Fund Fees

There is no such thing as a free lunch even in the government. The TSP costs money to operate and you, as the TSP participate, pay to keep it going. But for most federal employees the fee is completely invisible unless you know where to look. The Fees The reason Read more…

By dallenhaws4, 3 years3 years ago
Retirement Planning

What to Do Right Now if You’re Retiring Within 5 Years (2024)

https://youtu.be/ZLOaSYLukmI It is crunch time.    If you are within 5 years of retirement it is time to get serious.    There is no longer “plenty of time” to fix things later.    It is now or never to make sure you are on track for your dream retirement.    Read more…

By dallenhaws4, 3 years2 years ago
FERS Pension

Does My Spouse Keep my FERS Benefits If I Die While Working?

https://youtu.be/jvIXyep8t8c Question I am planning on retiring in about five years. It is my intent to take a reduced annuity to ensure a survivor benefit for my spouse in case I should die first. I hit a deer earlier this week and it made me wonder what happened to my Read more…

By dallenhaws4, 3 years3 years ago
Retirement Planning

What to Do Right Now if You’re Retiring Within 5 Years

https://youtu.be/ZLOaSYLukmI Are you eligible to retire? TSP In Order? SF-50’s good?  FEHB? Can you afford to retire?

By dallenhaws4, 3 years3 years ago
Retirement Planning

Irrevocable Decisions Made at Retirement

https://youtu.be/48RrzNxUJ1A Some things in life come with second chances.  It’s a good thing as we all make mistakes. But other things (especially retirement things) have no do-overs.  These are the sort of things that we get right the first time.

By dallenhaws4, 3 years2 years ago

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