#98 Do You Really Need Life Insurance in Retirement?
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
1w ago
Federal retirees face unique challenges, from income replacement to tax considerations. But what about life insurance needs and survivor benefits? In this episode, our experts, Micah and Tammy, dive into the importance of tailored life insurance planning to address individual circumstances effectively. Is life insurance necessary, or how much coverage is sufficient? How do you determine the appropriate amount of life insurance? And what about planning for the future and establishing the right goals for survivors' benefits? Discover the significance of proper beneficiary designations to avoid c ..read more
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Social Security & COLA
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
1w ago
https://zurl.co/HDYh ..read more
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FERS Pension and How It Affects Your Social Security
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
2w ago
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Unlocking the Rule of 55
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
2w ago
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#97 How to NOT Go Back to Work in Retirement, 3 Things You Need To Know
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
3w ago
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Potential Consequences of Exceeding The Earnings Limit in 2024 on FERS Supplement
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
3w ago
"In mid 2025, I will turn 62, therefore my FERS supplement will stop. I currently work PT not to exceed 2013 earnings limit. However, in 2024 I’m thinking about going fulltime to be prepared financially for when I lose the FERS supplement. What happens if I exceed the earnings limit in 2024? Will there be a penalty? Will it reduce my SSA pension whenever I decide to receive it? Thank you." - L. Reinhart https://zurl.co/pfLi ..read more
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Can you get a Personalized FERS Benefits Summary?
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
1M ago
"Hello, Will OPM issue me a personal FERS Benefits Summary upon request (i.e., similar to the personalized benefit summary issued by Social Security) based on my VA creditable service and High-3 salary or do I have to wait until 60 days prior to my pension benefit start date to find out the amount of my FERS pension benefit??? By the numbers, I qualify for a VA FERS Deferred retirement, but I would like to confirm the amount of my pension benefit now. Thank you." - Cory ..read more
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#95 Retire Happy: Essential Steps to a Successful Federal Retirement
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
1M ago
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#94 Why is My Retirement losing money?
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
2M ago
Ever wondered why your retirement is losing money despite investment diversification? Join Micah and Christian in our latest episode, where they dive deep into this question, discussing the pitfalls and challenges of investment diversification and how it may only sometimes yield the expected results. Find out why having a structured retirement income timeline is crucial and why you should have a written plan. Learn how to navigate the challenges of overspending and discover long-term investment strategies. Get clear tips on the five-year rule and how it impacts your investments.  Tune in ..read more
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#93 Your 2024 Reritrement Planning Guide
Plan Your Federal Retirement Podcast
by Plan Your Federal Retirement
2M ago
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