Follow Up Friday - The Crucial Must-Do's in Estate Planning
Plan Your Federal Retirement Podcast
Release Date: 12/22/2023
#102 Key things Advisors Wish Their Clients Knew
Plan Your Federal Retirement Podcast
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...
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Military to Civilian Transition
Plan Your Federal Retirement Podcast
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...
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The Hidden Tax You Need to Be Aware of in Retirement
Plan Your Federal Retirement Podcast
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Does Sick Leave Count as 5.8 Hours Day or 8 Toward Service Credit
Plan Your Federal Retirement Podcast
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#101 Secure Your Retirement with the Thrift Savings Plan
Plan Your Federal Retirement Podcast
Are you ready to embark on a journey towards a secure retirement? Join our experts, Micah and Tammy, as they analyze advanced retirement strategies to help you achieve financial security in your golden years. From understanding the critical importance of tax planning to maximizing your TSP benefits and optimizing retirement income, they provide you with the knowledge and insights you need to navigate the complexities of retirement planning confidently. Whether it's an OPM update or a rule that you should be careful about, we've got it all covered. Don't let misinformation or...
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How do I Calculate My High-3?
Plan Your Federal Retirement Podcast
How do I calculate my high three? I was a FERS employee from 1991-2000 then returned to FERS in 2022. I am 58 with a total of 23 years of credible FERS retirement because I did a military buy back of my active duty time (I retired from the Army Reserve). I know I will be giving up my SRS, but I plan to quit working after 24 months in July 2024. Is my high three calculated based on the last 24 months and the highest 12 months from my previous FERS time back in the 1990s? Thank you so much. - Rich
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Is Social Security Going to Run Out?
Plan Your Federal Retirement Podcast
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Tax Management: How to Withhold Taxes From Social Security
Plan Your Federal Retirement Podcast
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#100 Retirement Real Talk: Honest Conversations About Life After Work
Plan Your Federal Retirement Podcast
Are you ready to retire? Have you considered the emotional part of this journey? Are you and your spouse on the same page about your golden years and have the same expectations? Let's discuss long-term plans, the difficult situations that life can bring, and the importance of ensuring you enjoy your golden years and create memories with your family! Join hosts Micah Shilanski and Tammy Flanagan as they explore honest conversations about life after work. From financial planning to emotional preparedness, they cover it all, helping you navigate retirement gracefully and practically.
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The Best Days to Retire in 2024 as a FERS Federal Employee
Plan Your Federal Retirement Podcast
info_outlineListen to this week’s recap episode with Sierra Steele and learn about estate planning documents for federal employees and the importance of reviewing them regularly, especially in complex situations like blended families.
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