Federal Employee Information Partnership
So, you are divorced, your ‘ex’ married a rich guy with 7 gas stations, and she will still receive half of your retirement annuity and TSP, because you never changed the beneficiary to your new wife. Perhaps the kids are listed as FEGLI beneficiaries, except poor Teddy, who was born after your last beneficiary review.
What in the world is a coordinated retirement plan? When was the last time you heard of a doctor, a financial planner, a lawyer or a real estate agent getting together to coordinate their planning efforts for a client they all serve? When you think about it, all of these elements have an impact on
Retirement planning involves making some very important decisions regarding your federal pension benefit, Thrift Savings Plan investments and Social Security. This week, I’d like to focus on the last of these, because it includes a variety of benefits, each with a specific time frame for claiming and unique rules regarding payouts. and each comes with its
First, let’s look at the Employee Retirement Income Security Act of 1974 (ERISA) It was created to provide employees with a retirement boost in federally sponsored retirement benefits. To the federal employee as well as local government and private industry. The account are the TSP, but to include IRA, 401(k), 403(b) and other ‘Defined Contribution’
I get this question 3 or 5 times per month. The answer in three words, YOU CAN NOT! and here is why: If you really want to convert your TSP to ROTH, understand that first, the conversion is a taxable event, therefore, your income, from the job, the income from supplement or social security, the
Military Reservist or Guardsman, sometime face a conundrum; work or reserve? Did you know the law supports you, the Reservist and Guardsman under the Uniformed Services Employment and Reemployment Rights Act. You have an ombudsman, to work for you, on your behalf. Employers signing a statement of support pledge that: Uniformed Services Employment and Reemployment
So, you are divorced, your ‘ex’ married a rich guy with 7 gas stations, and she will still receive half of your retirement annuity and TSP, because you never changed the beneficiary to your new wife. Perhaps the kids are listed as FEGLI beneficiaries, except poor Teddy, who was born after your last beneficiary review.
What in the world is a coordinated retirement plan? When was the last time you heard of a doctor, a financial planner, a lawyer or a real estate agent getting together to coordinate their planning efforts for a client they all serve? When you think about it, all of these elements have an impact on
Retirement planning involves making some very important decisions regarding your federal pension benefit, Thrift Savings Plan investments and Social Security. This week, I’d like to focus on the last of these, because it includes a variety of benefits, each with a specific time frame for claiming and unique rules regarding payouts. and each comes with its
First, let’s look at the Employee Retirement Income Security Act of 1974 (ERISA) It was created to provide employees with a retirement boost in federally sponsored retirement benefits. To the federal employee as well as local government and private industry. The account are the TSP, but to include IRA, 401(k), 403(b) and other ‘Defined Contribution’
I get this question 3 or 5 times per month. The answer in three words, YOU CAN NOT! and here is why: If you really want to convert your TSP to ROTH, understand that first, the conversion is a taxable event, therefore, your income, from the job, the income from supplement or social security, the
Military Reservist or Guardsman, sometime face a conundrum; work or reserve? Did you know the law supports you, the Reservist and Guardsman under the Uniformed Services Employment and Reemployment Rights Act. You have an ombudsman, to work for you, on your behalf. Employers signing a statement of support pledge that: Uniformed Services Employment and Reemployment
Thursday, April 17th
Noon – 12:45 p.m.
Thursday, April 24th
Noon – 12:45 p.m.
Thursday, May 8th
Noon – 12:45 p.m.
Our free “14-page report” will illustrate your stand-alone & combined Pension, Social Security and TSP options & other income for any age & time you select.