What To Consider Before Transferring Your TSP To An IRA

When you separate from federal service, you will have an important decision: should you leave your money in the Thrift Savings Plan or transfer it out (presumably to an IRA)? The bad news is there is no right answer for everyone, and it depends on your preferences and situation. But the good news is thatContinue reading “What To Consider Before Transferring Your TSP To An IRA”

Will Your Spouse Keep FEHB If You Die? (VIDEO)

In this video, Jose Armenta, CFP®, reviews the requirements that must be met for your spouse to maintain Federal Employees Health Benefits (FEHB) coverage if you predecease them. If you’d like to learn more about carrying FEHB coverage into retirement, read this article.

The FERS Deferred Retirement In Under 3 Minutes (VIDEO)

Federal employees covered under FERS who separate from service before meeting the requirements for an Immediate retirement might still be eligible for a pension under the Deferred retirement option. This video will review the FERS Deferred retirement in under 3 minutes. To learn more about the other FERS retirement options, read this quick summary ofContinue reading “The FERS Deferred Retirement In Under 3 Minutes (VIDEO)”

The FERS Immediate Retirement In Under 3 Minutes (VIDEO)

Federal employees covered under FERS who wish to retire under the immediate retirement option must meet specific age and years of service requirements. This video will review the FERS immediate retirement eligibility requirements in under 3 minutes. To learn more about the FERS retirement options and eligibility, read this article.

The 4 Things You Need To Know About The FERS Supplement (VIDEO)

If you are covered by FERS and retire before age 62, you may be eligible for a pension supplement called the Special Retirement Supplement (SRS), also known as the FERS Supplement. In this video, I’ll cover four key things you need to know about the SRS. If you want to learn more about the SRS,Continue reading “The 4 Things You Need To Know About The FERS Supplement (VIDEO)”