Federal Government Training Course: Federal Employees Retirement System (FERS): Planning your Financial Transition & Exit To Financial Freedom
Federal Government Training Course: Federal Employees Retirement System (FERS): Planning your Financial Transition & Exit To Financial Freedom
$7,500.00
Rita Oliver, The Money Strategist teaches her signature “7-Step Retirement Planning/Exit Transition Strategy — “The FERS Retirement Playbook” In Person or Virtual for your Employees.
This class provided Federal Career Employees with :
Increased knowledge and understanding of the critical FERS Retirement Program Components, Agency Processing and Office of Personnel Management Processes while in interim retirement status and final retirement packet approval.
Strategic Financial Adjustments to make in their personal finances while working to retire on time with financial security.
Income bridge strategies to live comfortably while in Interim Pay Status awaiting OPM Final Retirement Package reviewto receive their final lifetime FERS Annuity and FERS Supplement).
Pre & post-retirement income strategies to organize, optimize, adjust, and align income and expenses.
Savings Strategies for Pre & Post Retirement to build savings and needed “cash cushion” for peace of mind and security.
Detailed Financial Plan to retire “Debt Free”..
Bonus # 1: TSP Investment Allocation to grow your account to 7- figures & protect your balance. Also, strategic withdrawal methods to not out live your money.
BONUS#2: FERS Retirement Checklist outlining all tasks to complete from now until you officially seperate from your agency.
SOS Signature FERS 7- Step FERS Retirement Plan that is based on the seven factors they must target and focus on to leverage and maximize their income, debt, benefits, agency processes, OPM processes to confidently plan their retirement and retire on-time.
Personal Income, TSP, Savings, FERS Supplement, Survivor Annuity, FEGLI, FEHBA, Application Preparation, Agency ExitInterim Pay Status, Interim Retirement Check, Retroactive Pay, Final Retirement Check, Social Security, Medicare.
debt payoff planning and execution prior to retirement;
FERS annunity calculations, FERS supplement calculations, Retirement Net Income;
Pre retirement and Post retirement savings strategies;
Working income vs. Retirement income analysis,
Thrift Savings Plan Portfolio Strategic Allocation based on age, time horizon, maximum contributions, managing TSP withdrawals;
Manage annual leave and final annual leave payout;
Income bridge strategy creation for the 3-6 months in OPM interim pay status; agency and OPM exit processes and timelines;
Using the “SOS FERS Retirement Exit Strategy Checklist” outlining monthly tasks to begin now until they exit the agency.
