Federal Benefits 101
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Federal Benefits 101. F³E Foundation for Financial Education www.f3eonline.org I [email protected] I 1-240-499-0390. Why and What Federal Employees need to plan for?. 3 legs to your stool Sit back and enjoy the benefits Strengths and weaknesses of Federal Benefits SBP Planning

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Federal Benefits 101

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Federal benefits 101

Federal Benefits 101

F³E Foundation for Financial Education

www.f3eonline.org I [email protected] I 1-240-499-0390


Federal benefits 101

Why and What

Federal Employees need to plan for?

  • 3 legs to your stool

  • Sit back and enjoy the benefits

  • Strengths and weaknesses of Federal Benefits

  • SBP Planning

  • Single vs. Married

  • Mid-stream career changes


Federal benefits 101

NOTES


Federal benefits 101

Basic Options for Insurance

1.

2.

4.

3.


Federal benefits 101

NOTES


Federal benefits 101

How to Calculate Pension?

  • Continuous service date

  • COLA adjustments

  • GS Pay Scale

  • Cost of living adjustments and promotions

  • 20 year pension bump


Federal benefits 101

NOTES


Federal benefits 101

Retirement Eligibility Guidelines

  • Age

  • Years of service

  • Buy backs

  • Buy outs


Federal benefits 101

NOTES


Federal benefits 101

Common mistakes made in TSP

  • Current tax bracket

  • Max limits and catch-up

  • Strategic allocation

  • Loans and provisions

  • Roth vs. Regular TSP

  • What’s the match


Federal benefits 101

NOTES


Federal benefits 101

Social Security & Medicare

  • Social Security eligibility

  • Secrets of the system

  • Optional Disability

  • When to apply

  • Offsets and Integrations


Federal benefits 101

NOTES


Federal benefits 101

Questions

F³E Foundation for Financial Education

www.f3eonline.org I [email protected] I 1-240-499-0390


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