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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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slide1

Federal Benefits 101

F³E Foundation for Financial Education

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

slide2

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
slide6

How to Calculate Pension?

  • Continuous service date
  • COLA adjustments
  • GS Pay Scale
  • Cost of living adjustments and promotions
  • 20 year pension bump
slide8

Retirement Eligibility Guidelines

  • Age
  • Years of service
  • Buy backs
  • Buy outs
slide10

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
slide12

Social Security & Medicare

  • Social Security eligibility
  • Secrets of the system
  • Optional Disability
  • When to apply
  • Offsets and Integrations
slide14

Questions

F³E Foundation for Financial Education

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

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