The Right Questions Lead to the Right Answers
What is your Retirement Number?
Do you know the monthly income you need after you stop working?
How will inflation affect you?
What will a fixed FERS annuity buy in 20 years?
Are beneficiaries up to date?
FERS, TSP, and other accounts.
Tax implications of withdrawals?
Pre-tax vs Roth TSP and IRAs.
Are you optimizing TSP?
Allocation and Roth conversions.
FERS and Social Security?
WEP and GPO can reduce benefits.