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Financial. Transitions. 3. F. E. Presented By:. Foundation for Financial Education. www.f3eonline.org | info@f3eonline.org | 240-499-0390. Outline. Reasons for career/job transition? Placement Resources Can I or When can I retire?

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slide1

Financial

Transitions

3

F

E

Presented By:

Foundation for Financial Education

www.f3eonline.org | info@f3eonline.org | 240-499-0390

outline
Outline
  • Reasons for career/job transition?
  • Placement Resources
  • Can I or When can I retire?
  • Understanding your retirement plans and what are they worth
  • 401(k)/TSP Rollovers
  • Lining up your benefits/insurance options
  • Choosing new benefits
  • Take control of your finances
reasons for career job transition
Reasons for career/job transition??
  • Downsizing/layoffs
  • Career growth potential
  • Back to school
  • Children and family
  • Elder care
placement resources
Placement Resources
  • Resume building
  • Marketing Assistance
  • Tax Advice
  • Tax Strategy
  • Tax Sheltering
can i or when can i retire
Can I or when can I retire?
  • Early buyouts
  • Full income picture
  • Inflation and taxes
  • Social Security & Medicare
understanding your retirements plans and what they are worth
Understanding your retirements plans and what they are worth
  • 401 (k), 403 B, 457, 412 TSP
  • Vesting & Matches
  • Accessing money (loans and withdrawals)
  • Pensions and Annuities
401 k
401 (k)

Rollover

Leave at past employer

VS.

Pros

  • Wide array of choices
  • Self-direct
  • Roth convert
  • Can’t control plan changes

Cons

  • Lose loan options
  • Can’t roll into new employer plan
  • Lose stock purchase/options
lining up your benefits insurance options
Lining up your benefits/insurance options
  • Health Insurance
    • COBRA
    • Individual
  • Life, Disability & Long Term Care
  • Cash out sick & vacation time
  • Own your own benefits
choosing new benefits weighing the options
Choosing new benefits (weighing the options)
  • Picking beneficiaries
  • Knowing cost vs. benefit
  • Open Season
  • Qualifying events
take control of your finances
Take control of your Finances
  • Velocity of money
    • W=M x R x T
  • Taxes and LOC
  • Exit Strategy
  • Macro Management