Making the most of your benefits while continuing to work, and taking the necessary steps to prepare for retirement from federal service can sometimes feel overwhelming. By meeting together, we can help you to develop a personalized assessment of your federal benefits and identify important decisions to be made throughout your career and as you approach retirement.

What this assessment helps you to do:

• Take the complex rules and regulations relating to federal benefits and apply them to your particular situation—your retirement date, your numbers.
• Identify and manage key decisions to be made now and at the point of applying for federal retirement.
• Understand the financial impact of retirement-related decisions, and some unintended consequences of certain elections.
• Decide what role these benefits will ultimately play in your overall retirement and how to maximize each benefit in your favor.

Documents needed:

• Most current pay stub
• Thrift Savings Plan statement
• Social Security statement