Ever wonder what questions other federal employees are asking as they plan for retirement? In this special episode, we're taking you inside our recent in-person workshop, where we spent the day with federal employees diving deep into their benefits, tax planning, and retirement strategies.

From understanding the 2026 TSP Roth conversion changes to life insurance math, Social Security surprises, and estate planning traps, this episode highlights the honest discussions and insights that came from the classroom. Join the Plan Your Federal Retirement team as we share key highlights and lessons from our recent in-person workshop with federal employees.

In this episode, we cover:

• How to prepare for higher future tax rates and build tax diversification

• The 2026 TSP Roth conversion opportunity and what it means for your retirement

• When life insurance makes sense (and when it doesn't)

• Why checking your beneficiary designations matters more than you think

• Common estate planning mistakes federal retirees should avoid

• Surprising updates on Social Security spousal benefits

If you missed the class, this episode gives you the next best thing - real questions, real answers, and fundamental strategies to help you plan your federal retirement with confidence. Tune in to hear what your peers are asking, and maybe the answers you've been looking for, too!

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