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Federal Benefits 101

Federal Benefits 101. F³E Foundation for Financial Education www.f3eonline.org I info@f3eonline.org I 1-240-499-0390. Why and What Federal Employees need to plan for?. 3 legs to your stool Sit back and enjoy the benefits Strengths and weaknesses of Federal Benefits SBP Planning

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Federal Benefits 101

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  1. Federal Benefits 101 F³E Foundation for Financial Education www.f3eonline.org I info@f3eonline.org I 1-240-499-0390

  2. Why and What Federal Employees need to plan for? • 3 legs to your stool • Sit back and enjoy the benefits • Strengths and weaknesses of Federal Benefits • SBP Planning • Single vs. Married • Mid-stream career changes

  3. NOTES

  4. Basic Options for Insurance 1. 2. 4. 3.

  5. NOTES

  6. How to Calculate Pension? • Continuous service date • COLA adjustments • GS Pay Scale • Cost of living adjustments and promotions • 20 year pension bump

  7. NOTES

  8. Retirement Eligibility Guidelines • Age • Years of service • Buy backs • Buy outs

  9. NOTES

  10. Common mistakes made in TSP • Current tax bracket • Max limits and catch-up • Strategic allocation • Loans and provisions • Roth vs. Regular TSP • What’s the match

  11. NOTES

  12. Social Security & Medicare • Social Security eligibility • Secrets of the system • Optional Disability • When to apply • Offsets and Integrations

  13. NOTES

  14. Questions F³E Foundation for Financial Education www.f3eonline.org I sharon@f3eonline.org I 1-240-499-0390

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