An Overview of the Thrift Savings Plan (TSP)Contributions and how they work, including limits and getting the biggest matchWays to maximize tax savingsThe main differences between Roth and Traditional TSP accountsUnderstanding the Different FundsAn overview of the five main TSP funds (G, F, C, S, & I) and the Lifecycle (or “L” Funds), plus tips for developing an effective investment strategy that matches your time horizon, risk...

An Overview of Health Insurance for Federal EmployeesAn overview of federal health benefits in retirementPremium costsPlan changes and what to know about Open SeasonsTriCare and other FEHB plansHealthcare Flexible Savings Account strategies,MedicareUnderstanding the Vision and Dental PlansEnrollmentPremiumsHow it works with your Health Benefits, Annuity, TSP and other components of the Federal Retirement Benefit Package... plus more!

Estate Planning for Federal Employees The Basic Steps- What information to gather and analyze, what decisions need to be made (plus suggestions to help your choices), and how and when to review periodically. Why A Plan is Needed What happens to an estate post-mortem? Information about trusts, probate, the titling of property Tax implications ... plus more information about estate planning for federal employees and their families.

An Overview of the Thrift Savings Plan (TSP)Contributions and how they work, including limits and getting the biggest matchWays to maximize tax savingsThe main differences between Roth and Traditional TSP accountsUnderstanding the Different FundsAn overview of the five main TSP funds (G, F, C, S, & I) and the Lifecycle (or “L” Funds), plus tips for developing an effective investment strategy that matches your time horizon, risk...

FEHB and Medicare Benefits An Overview of Health Insurance for Federal EmployeesAn overview of federal health benefits in retirementPremium costsPlan changes and what to know about Open SeasonsTriCare and other FEHB plansHealthcare Flexible Savings Account strategies,MedicareUnderstanding the Vision and Dental PlansEnrollmentPremiumsHow it works with your Health Benefits, Annuity, TSP and other components of the Federal Retirement Benefit Package

An Overview of the 4 Types of Social Security Benefits Retirement, disability, survivor, Medicare Eligiblity requirements for each type, How the amounts are calculated How they apply to the financial plans of federal employees, both FERS and CSRS employees Understanding the Common Pitfalls The Windfall Elimination Program for CSRS Earnings Test Special Retirement Supplement for FERS Government Pension Offsets (GPO) How the benefits are taxed I...

An Overview of How Federal Benefits are TaxedFERS AnnuityCSRS AnnuityTSP Withdrawals from both Traditional and Roth TSP accountsSurvivor BenefitsEd reviews how the IRS treats each of these items for Federal Employees. Other Tax Planning Topics to ConsiderThe taxation of Social Security Benefits, how much the state you live in impacts your net amount of income, and which states have the highest and lowest property tax rates The 2017 Tax LawHow...

An Overview of Life Insurance for Federal Employees Group Life, including the Federal Employee Group Life Insurance Plan (FEGLI), and individual like policies from private companies, with information about term life insurance versus permanent or whole life insurance Understanding FEGLI Benefits In depth education about FEGLI Basic, and Options A, B, and C- including considerations all feds should make about FEGLI benefits when approaching reti...

An Overview of FERS & Different Types of RetirementTypes of service used for determining eligibility to retire under FERSEmployee and agency contributions to FERSMilitary service and temporary timeThe FERS annuity computationMinimum age and service requirementsEarly retirementDeferred retirement and “postponed” retirementUnderstanding the Annuity ComputationAmount of an annuityLength of service and unused sick leaveHigh-3 avera...

An Overview of Health Insurance for Federal EmployeesAn overview of federal health benefits in retirementPremium costsPlan changes and what to know about Open SeasonsTriCare and other FEHB plansHealthcare Flexible Savings Account strategies,MedicareUnderstanding the Vision and Dental PlansEnrollmentPremiumsHow it works with your Health Benefits, Annuity, TSP and other components of the Federal Retirement Benefit Package... plus more!