A 5-Year Checklist for Retirement for FERS Employees
View Webinar
Presented By:
Bob Braunstein, Federal Benefits Specialist, presenting on behalf of National Institute of Transition Planning, Inc.
Key Takeaways:
- Federal employees within five years of retirement should understand when they become eligible to retire and how their FERS annuity will be calculated using their High-3 average salary and the FERS formula.
- Retirement preparation should include determining whether health, life, dental, vision, and other Federal benefits can continue after leaving Federal service.
- Employees should also evaluate service deposits, survivor and former-spouse considerations, and their available TSP income options before retirement.
About the Webinar
Are you within 5 years of retiring from Federal service? Understanding your benefits prior to retiring
is important for ensuring you meet your financial goals and objectives. This webinar will cover:
- When you are eligible to retire from Federal service
- The calculation of your Federal annuity including your High-3 average salary and the FERS
formula - Whether you will be able to continue health and life insurance, dental and vision insurance,
and other benefits once you retire - The value of making deposits for certain civilian and military service
- Survivors’ options should you die before or after retirement
- Former spouse entitlements (if applicable)
- TSP income options
