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The Hidden Tax You Need to Be Aware of in Retirement

Plan Your Federal Retirement Podcast

Release Date: 04/30/2024

When Can You Collect Your SRS (Special Retirement Supplement)? show art When Can You Collect Your SRS (Special Retirement Supplement)?

Plan Your Federal Retirement Podcast

If I retire age 59 under Postponed Retirement can I collect the SRS - Kenneth 

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Your TSP Journey: Decisions to Make at Retirement show art Your TSP Journey: Decisions to Make at Retirement

Plan Your Federal Retirement Podcast

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What Documents Do You Need Before Retirement? show art What Documents Do You Need Before Retirement?

Plan Your Federal Retirement Podcast

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#102 Key things Advisors Wish Their Clients Knew show art #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 show art 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 show art 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 show art 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 show art #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? show art 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? show art Is Social Security Going to Run Out?

Plan Your Federal Retirement Podcast

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