We take a break from our normal weekly classes in this episode, as Nate Miller from Miller Retirement Group in Kansas interviews Ann about how she started her federal benefits career. Join us as Ann dives into her beginnings, and ultimately how she helps federal employees with retirement today!

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

Ann revisits social security and medicare for federal employees in this episode. Listen in as Ann discusses the decision of when and how to take social security and how medicare fits in with your federal healthcare plan!

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

Originally presented as a webinar presentation on May 13th, 2020, Ann discusses what to do when things out of your control (such as the stock market, the economy, political and social crises) seem to derail your retirement plan.

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

Ann gets back to basics with TSP 101. She discusses the history and details of the Thrift Savings Plan, and explains the different ways to invest it. 

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

Bringing together social security, pension, and healthcare, Ann dives into advanced planning, a crucial way of maximizing all your federal retirement benefits!

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

In this episode Ann goes into detail about how to calculate your FERS pension. This is critical information when you're working as a federal employee, as it can dictate when you should (or want) to retire!

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

Join Ann in this episode as she discusses the power of Roth IRA's, and how the CARES Act may allow federal employees to take advantage of a potential Roth conversion using TSP funds. 

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

Originally presented as a webinar lunch and learn on April 8th, 2020, this episode covers multiple strategies of 'protecting' your retirement. 

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

Part of a series, TSP 301 discusses how market volatility can affect your Thrift Savings Plan along with allocation strategies. Presented as a webinar on April 1st, 2020. 

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.

In this episode Ann discusses several strategies that federal employees can use for long term care purposes as well as the ins and outs of how long term care insurance works. This was presented and recorded as a webinar lunch and learn.

Disclaimer:  All information presented is for informational purposes only and intended for a general audience.  No information presented in this podcast should be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Nor is it intended as investment, tax, financial or legal advice. Investors should seek such professional advice for their particular situation.