Federal Benefits 101
Sponsored Links
This presentation is the property of its rightful owner.
1 / 14

Federal Benefits 101 PowerPoint PPT Presentation


  • 92 Views
  • Uploaded on
  • Presentation posted in: General

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

Download Presentation

Federal Benefits 101

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


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

  • Single vs. Married

  • Mid-stream career changes


NOTES


Basic Options for Insurance

1.

2.

4.

3.


NOTES


How to Calculate Pension?

  • Continuous service date

  • COLA adjustments

  • GS Pay Scale

  • Cost of living adjustments and promotions

  • 20 year pension bump


NOTES


Retirement Eligibility Guidelines

  • Age

  • Years of service

  • Buy backs

  • Buy outs


NOTES


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


NOTES


Social Security & Medicare

  • Social Security eligibility

  • Secrets of the system

  • Optional Disability

  • When to apply

  • Offsets and Integrations


NOTES


Questions

F³E Foundation for Financial Education

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


  • Login