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Retirement Planning

TSP Planning

We design retirement plans tailored to your personal situation, exploring both the Traditional and Roth options within the Thrift Savings Plan account, in addition to the proper utilization of the C,S,F,I, G, and Lifecycle funds. We also explain the various rules surrounding each account for those affected by the special provision for Air Traffic Controllers, Firefighters, Law Enforcement Officers, Capitol Police, Supreme Court Police, or Nuclear Materials Couriers.

 

FERS/CSRS Annuity (Pension)

Concerned about what your retirement will look like regarding your annuity from the federal system? Allow us to help calculate a rough estimate and give hard numbers so there is no guessing and no more concern.

 

Social Security  

A FERS pension ss incomplete without coordination with your Social Security benefits. Review if you meet the criteria for the Special Retirement Supplement, how it ties in with your overall income, and the earnings test. For those apart of the CSRS system, you did not pay into social security but may still be eligible for benefits dependent upon your situation.