In this episode, Jeff and Kelly discuss the history of Social Security, how you qualify and ways you can maximize your Social Security Income.

Join Pete and Jeff as we discuss the Important Decisions Public Employees need to make regarding their Benefits / Pension /Social Security / TSP 403b /457 /401k at Retirement.

In this episode, Jeff and Kelly discuss the process for gathering the most pertinent items you'll need for retirement.

Join Kelly and Jeff as we discuss the Important Decisions Federal Employees need to make regarding their Benefits / Pension /Social Security / TSP at Retirement.

Join Jay Steinbock and Jeff Roediger as we discuss the potential advantages of using Life Insurance to create more options at retirement. 

- Flexibility

- Control of Estate

- Additional Retirement Funds

 Have you reviewed your FERS/CSRS Annuity Payout estimate in the last 12 months?

Join Retired Federal Manager and Current Federal Employee Benefits and Retirement Advocate Elizabeth Inman as we discuss why it is important to review your FERS/CSRS Benefits on an Annual Basis as you approach retirement. 

- Should you Take a Full Pension Annuity?
- What are my survivor Annuity Options?
- How does my Social Security Impact my Retirement Pension Annuity?

Join Retired Navy Officer and current Financial Professional Ron Friddle and Co-Host Jeff Roediger as we discuss Holistic Financial Economic Planning designed to help you make good Financial Decisions

Join Financial Adviser Mike McCurdy and Co-Host Jeff Roediger as we introduce our new series focused on Federal Employees and Their Retirement and Planning Needs. 

Join Financial Adviser Jay Steinbock and Co Host Jeff Roediger as we discuss how to take income at retirement in your Qualified Plan (403b/401k).   

Should you keep it in your Employer Retirement Plan or Transfer it to an IRA? 

Ten Questions You Need To Answer

1.  Have you reviewed your Pension (Annuity Income) and/or Survivor Payout in the last 12 months?

2.  Does your Plan (Tier) offer a Pension Alternative (DROP) ?  If so, have you compared it to the Annuity Payout Option?

3.  How Healthy is Your Pension? Will it outlast you?  See Next Section For Details on your Plan. 

4.   Is your 403B/457 Allocation Setup to minimize a major market correction ? 

5.  Have you reviewed the impact of taxes on the distribution of your 403B/457? 

6.   Do you have a plan to maximize your Social Security Income? 

7.   Are Your Beneficiary Designations Updated (Life Insurance/Pension/403B/457)? 

8.  Have you reviewed your Group Life and LTC Insurance Plans? Are you planning on keeping the Insurance at Retirement?

9   Do you know what your Health Insurance Costs will be at Retirement?  Do you understand your medicare options?

10. Do you have a trusted retirement planner (Fiduciary) who is an expert on Your Benefits/(Pension)Retirement?