What is a 1099-R? Understanding Your Retirement Income Tax Form
Plan Your Federal Retirement Podcast
Release Date: 09/17/2024
FEHB Plan Options: How to Pick What’s Right for You
Plan Your Federal Retirement Podcast
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#115 Essential Steps to Secure Your Federal Retirement: What You Need to Know
Plan Your Federal Retirement Podcast
Ready to build a comprehensive federal retirement plan? In this podcast episode, Micah and Christian discuss essential retirement planning strategies. Learn how to manage cash flow, adjust for inflation, and explore the best ways to navigate tax planning and Roth conversions. Understand the impact of TSP withdrawals and how to optimize your retirement spending with the bucket strategy. Whether you're nearing retirement or just beginning to plan, this episode offers the insights you need to ensure your retirement plan aligns with your goals and prepares you for a stable financial future....
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Insurance Coverage And Medicare
Plan Your Federal Retirement Podcast
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Understanding FERS Supplements: Does Lump Sum Leave Affect Your Earnings?
Plan Your Federal Retirement Podcast
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Deferred vs. Postponed Retirement: What's the Difference?
Plan Your Federal Retirement Podcast
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#114 Boost Your Retirement Savings: Understanding FERS Contribution Rates
Plan Your Federal Retirement Podcast
Navigating federal retirement benefits can feel overwhelming, but understanding key elements can empower you to make informed decisions. Knowing how to determine your FERS eligibility, the impact of your high-3 average salary, and the nuances of retirement dates are crucial for planning your financial future. Join Micah and Tammy as they break down essential federal retirement topics. They discuss the importance of verifying your service history, how to calculate your pension and the advantages of understanding survivor benefits. Additionally, they cover health insurance options available...
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When do Your Years Stop Counting Towards Your FERS Retirement
Plan Your Federal Retirement Podcast
"Yes, my name is Marty. I like to know about FERS, if there is a maximum amount of years that I can work and then it is no longer counted towards my retirement calculation. For instance, if I was on the Csrs, I believe the cut off is like 42 years. Is it the same for first? Thank you." - Martha
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Should You Withhold Taxes From Your Social Security? Here’s What You Need to Know
Plan Your Federal Retirement Podcast
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How to Burn Sick Leave Before Retirement
Plan Your Federal Retirement Podcast
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#113 Retirement Tax Traps: How to Avoid Surprises in Your Federal Retirement Planning
Plan Your Federal Retirement Podcast
Understanding how to navigate taxes in retirement is crucial for preserving your hard-earned income. From Roth conversions to Qualified Charitable Distributions (QCDs), implementing effective tax strategies can significantly impact your financial future. Recognizing the importance of Required Minimum Distributions (RMDs) and the Income-Related Monthly Adjustment Amount (IRMAA) will empower you to make informed decisions about your retirement income. Join Micah and Christian as they explore vital tax planning strategies that can help you manage your retirement finances effectively. They cover...
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